Connecticut 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53M | Sell |
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|
2025
Q1 | $5.2M | Sell |
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|
2024
Q4 | $4.88M | Sell |
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|
2024
Q3 | $5.61M | Sell |
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|
2024
Q2 | $5.31M | Sell |
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|
2024
Q1 | $5.93M | Sell |
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|
2023
Q4 | $5.77M | Buy |
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|
2023
Q3 | $5.21M | Buy |
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|
2023
Q2 | $3.91M | Buy |
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|
2023
Q1 | $3.54M | Buy |
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|
2022
Q4 | $725K | Buy |
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|
2022
Q3 | $611K | Sell |
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|
2022
Q2 | $681K | Buy |
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|
2022
Q1 | $736K | Buy |
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|
2021
Q4 | $787K | Buy |
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|
2021
Q3 | $768K | Hold |
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|
2021
Q2 | $776K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $893K | Buy |
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|
2020
Q2 | $575K | Buy |
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|
2020
Q1 | $491K | Sell |
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|
2019
Q4 | $708K | Buy |
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|
2019
Q3 | $613K | Hold |
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|
2019
Q2 | $618K | Buy |
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|
2019
Q1 | $599K | Hold |
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|
2018
Q4 | $543K | Buy |
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|
2018
Q3 | $549K | Sell |
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|
2018
Q2 | $549K | Hold |
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|
2018
Q1 | $568K | Buy |
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|
2017
Q4 | $589K | Sell |
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|
2017
Q3 | $570K | Buy |
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|
2017
Q2 | $519K | Buy |
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|
2017
Q1 | $476K | Buy |
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|
2016
Q4 | $448K | Buy |
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