Concentric 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
Q3 | $3.41M | Sell |
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|
2024
Q2 | $3.36M | Sell |
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|
2024
Q1 | $3.45M | Sell |
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|
2023
Q4 | $3.26M | Sell |
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|
2023
Q3 | $3.2M | Buy |
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|
2023
Q2 | $3.29M | Sell |
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|
2023
Q1 | $3.41M | Sell |
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|
2022
Q4 | $3.19M | Sell |
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|
2022
Q3 | $2.77M | Sell |
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|
2022
Q2 | $3.1M | Sell |
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|
2022
Q1 | $3.66M | Sell |
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|
2021
Q4 | $4.13M | Buy |
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|
2021
Q3 | $4.04M | Sell |
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|
2021
Q2 | $4.1M | Sell |
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|
2021
Q1 | $3.98M | Sell |
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|
2020
Q4 | $4.05M | Sell |
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|
2020
Q3 | $3.7M | Sell |
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|
2020
Q2 | $9.27M | Buy |
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|
2020
Q1 | $7.62M | Buy |
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|
2019
Q4 | $9.6M | Buy |
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|
2019
Q3 | $7.75M | Buy |
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|
2019
Q2 | $7.8M | Buy |
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|
2019
Q1 | $7.35M | Buy |
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|
2018
Q4 | $6.6M | Buy |
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|
2018
Q3 | $6.27M | Sell |
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|
2018
Q2 | $6.18M | Buy |
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|
2018
Q1 | $6.29M | Buy |
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|
2017
Q4 | $6.21M | Buy |
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|
2017
Q3 | $5.8M | Buy |
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|
2017
Q2 | $5.52M | Sell |
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|
2017
Q1 | $5.36M | Buy |
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|
2016
Q4 | $4.58M | Buy |
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