Client 1st Advisory Group’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 | $298K | Hold |
|
|||||
|
2025
Q2 | $286K | Hold |
|
|||||
|
2025
Q1 | $261K | Hold |
|
|||||
|
2024
Q4 | $242K | Hold |
|
|||||
|
2024
Q3 | $267K | Hold |
|
|||||
|
2024
Q2 | $250K | Hold |
|
|||||
|
2024
Q1 | $255K | Hold |
|
|||||
|
2023
Q4 | $241K | Hold |
|
|||||
|
2023
Q3 | $220K | Hold |
|
|||||
|
2023
Q2 | $232K | Hold |
|
|||||
|
2023
Q1 | $229K | Hold |
|
|||||
|
2022
Q4 | $210K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $235K | Hold |
|
|||||
|
2021
Q4 | $251K | Hold |
|
|||||
|
2021
Q3 | $249K | Hold |
|
|||||
|
2021
Q2 | $252K | Hold |
|
|||||
|
2021
Q1 | $242K | Hold |
|
|||||
|
2020
Q4 | $238K | Hold |
|
|||||
|
2020
Q3 | $222K | Hold |
|
|||||
|
2020
Q2 | $205K | Sell |
|
|||||
|
2020
Q1 | $344K | Hold |
|
|||||
|
2019
Q4 | $447K | Buy |
|