Bordeaux Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
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|
2025
Q1 | $2.37M | Hold |
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|
2024
Q4 | $2.19M | Sell |
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|
2024
Q3 | $2.49M | Sell |
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|
2024
Q2 | $2.36M | Buy |
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|
2024
Q1 | $690K | Hold |
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|
2023
Q4 | $651K | Hold |
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|
2023
Q3 | $596K | Hold |
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|
2023
Q2 | $627K | Hold |
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|
2023
Q1 | $618K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $347K | Hold |
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|
2021
Q4 | $371K | Buy |
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|
2021
Q3 | $303K | Sell |
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|
2021
Q2 | $500K | Sell |
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|
2021
Q1 | $529K | Hold |
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|
2020
Q4 | $509K | Buy |
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