CIA
Concurrent Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5M | Buy |
284,971
+127,399
| +81% | +$11.4M | 0.49% | 34 |
|
|
2025
Q1 | $12.9M | Buy |
157,572
+69,736
| +79% | +$5.7M | 0.31% | 65 |
|
|
2024
Q4 | $6.64M | Sell |
87,836
-124,945
| -59% | -$9.45M | 0.18% | 114 |
|
|
2024
Q3 | $17.8M | Buy |
212,781
+194,390
| +1,057% | +$16.3M | 0.53% | 40 |
|
|
2024
Q2 | $1.44M | Buy |
18,391
+14,138
| +332% | +$1.11M | 0.05% | 352 |
|
|
2024
Q1 | $340K | Buy |
4,253
+1,229
| +41% | +$98.1K | 0.01% | 640 |
|
|
2023
Q4 | $228K | Buy |
+3,024
| New | +$228K | 0.01% | 726 |
|