BTR Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $738K | Hold |
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|
2022
Q2 | $823K | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.42M | Hold |
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|
2021
Q3 | $1.41M | Sell |
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|
2021
Q2 | $1.45M | Hold |
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|
2021
Q1 | $1.4M | Sell |
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|
2020
Q4 | $1.38M | Hold |
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|
2020
Q3 | $1.2M | Sell |
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|
2020
Q2 | $1.4M | Sell |
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|
2020
Q1 | $1.31M | Buy |
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|
2019
Q4 | $1.07M | Sell |
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|
2019
Q3 | $1.04M | Hold |
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|
2019
Q2 | $1.05M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $220K | Buy |
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|
2018
Q2 | $210K | Sell |
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|
2018
Q1 | $223K | Sell |
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|
2017
Q4 | $237K | Hold |
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|
2017
Q3 | $231K | Hold |
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|
2017
Q2 | $220K | Hold |
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|
2017
Q1 | $210K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $219K | Sell |
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|
2015
Q1 | $260K | Buy |
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