Claro 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 | $328K | Sell |
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|
2025
Q1 | $305K | Sell |
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|
2024
Q4 | $833K | Sell |
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|
2024
Q3 | $963K | Sell |
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|
2024
Q2 | $938K | Sell |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.41M | Buy |
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|
2023
Q3 | $912K | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $880K | Buy |
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|
2022
Q4 | $747K | Buy |
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|
2022
Q3 | $661K | Hold |
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|
2022
Q2 | $661K | Sell |
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|
2022
Q1 | $847K | Hold |
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|
2021
Q4 | $847K | Buy |
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|
2021
Q3 | $825K | Sell |
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|
2021
Q2 | $849K | Buy |
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|
2021
Q1 | $774K | Sell |
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|
2020
Q4 | $868K | Sell |
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|
2020
Q3 | $829K | Sell |
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|
2020
Q2 | $814K | Buy |
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|
2020
Q1 | $527K | Sell |
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|
2019
Q4 | $879K | Buy |
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|
2019
Q3 | $758K | Buy |
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|
2019
Q2 | $465K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $98K | Buy |
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