Clifford Swan Investment Counsel’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 | $671K | Hold |
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|
2025
Q1 | $613K | Buy |
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|
2024
Q4 | $553K | Sell |
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|
2024
Q3 | $623K | Sell |
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|
2024
Q2 | $607K | Sell |
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|
2024
Q1 | $627K | Buy |
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|
2023
Q4 | $231K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $210K | Hold |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $222K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $255K | Buy |
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|
2022
Q1 | $269K | Sell |
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|
2021
Q4 | $340K | Buy |
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|
2021
Q3 | $297K | Hold |
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|
2021
Q2 | $293K | Sell |
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|
2021
Q1 | $414K | Sell |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $829K | Sell |
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|
2020
Q1 | $742K | Buy |
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|
2019
Q4 | $838K | Hold |
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|
2019
Q3 | $787K | Hold |
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|
2019
Q2 | $793K | Hold |
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|
2019
Q1 | $783K | Hold |
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|
2018
Q4 | $709K | Hold |
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|
2018
Q3 | $820K | Sell |
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|
2018
Q2 | $883K | Hold |
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|
2018
Q1 | $918K | Hold |
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|
2017
Q4 | $927K | Hold |
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|
2017
Q3 | $902K | Sell |
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|
2017
Q2 | $1.53M | Buy |
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|
2017
Q1 | $821K | Buy |
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|
2016
Q4 | $668K | Sell |
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|
2016
Q3 | $962K | Hold |
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|
2016
Q2 | $908K | Buy |
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|
2016
Q1 | $861K | Buy |
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|
2015
Q4 | $870K | Sell |
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|
2015
Q3 | $857K | Hold |
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|
2015
Q2 | $949K | Hold |
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|
2015
Q1 | $959K | Sell |
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|
2014
Q4 | $930K | Hold |
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|
2014
Q3 | $980K | Hold |
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|
2014
Q2 | $1.04M | Sell |
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|
2014
Q1 | $1.09M | Hold |
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|
2013
Q4 | $1.09M | Buy |
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|
2013
Q3 | $996K | Sell |
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|
2013
Q2 | $914K | Buy |
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