Circle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $326K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.36M | Hold |
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|
2019
Q3 | $4.09M | Sell |
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|
2019
Q2 | $6.49M | Buy |
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|
2019
Q1 | $6.27M | Sell |
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|
2018
Q4 | $8.14M | Sell |
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|
2018
Q3 | $11.8M | Buy |
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|
2018
Q2 | $11.6M | Buy |
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|
2018
Q1 | $11.8M | Hold |
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|
2017
Q4 | $11.9M | Buy |
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|
2017
Q3 | $11.4M | Buy |
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|
2017
Q2 | $10.1M | Buy |
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|
2017
Q1 | $9.5M | Buy |
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|
2016
Q4 | $8.71M | Buy |
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