Carret Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Hold |
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|
2025
Q1 | $564K | Buy |
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|
2024
Q4 | $521K | Sell |
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|
2024
Q3 | $1.17M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $237K | Buy |
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|
2021
Q4 | $246K | Sell |
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|
2021
Q3 | $263K | Sell |
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|
2021
Q2 | $274K | Sell |
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|
2021
Q1 | $290K | Sell |
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|
2020
Q4 | $293K | Sell |
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|
2020
Q3 | $272K | Hold |
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|
2020
Q2 | $260K | Buy |
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|
2020
Q1 | $228K | Hold |
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|
2019
Q4 | $296K | Sell |
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|
2019
Q3 | $297K | Hold |
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|
2019
Q2 | $300K | Buy |
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|
2019
Q1 | $295K | Hold |
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|
2018
Q4 | $268K | Buy |
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|
2018
Q3 | $309K | Sell |
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|
2018
Q2 | $312K | Buy |
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|
2018
Q1 | $320K | Hold |
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|
2017
Q4 | $323K | Sell |
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|
2017
Q3 | $318K | Buy |
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|
2017
Q2 | $269K | Buy |
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|
2017
Q1 | $239K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $202K | Hold |
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|
2015
Q1 | $204K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $204K | Hold |
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|
2014
Q2 | $217K | Buy |
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