Cassady Schiller Wealth 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
2024
Q4
$1.24M Sell
2024
Q3
$1.52M Hold
2024
Q2
$1.42M Buy
2024
Q1
$1.45M Hold
2023
Q4
$1.36M Buy
2023
Q3
$1.25M Buy
2023
Q2
$1.09M Buy
2023
Q1
$1.03M Hold
2022
Q4
$942K Buy
2022
Q1
Sell
2021
Q4
$176K Buy