Concurrent Investment 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
Q3
$30.1M Buy
2025
Q2
$25.5M Buy
2025
Q1
$12.9M Buy
2024
Q4
$6.64M Sell
2024
Q3
$17.8M Buy
2024
Q2
$1.44M Buy
2024
Q1
$340K Buy
2023
Q4
$228K Buy