Dumont & Blake 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 | $4.3M | Buy |
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|
2025
Q2 | $4.11M | Buy |
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|
2025
Q1 | $3.75M | Sell |
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|
2024
Q4 | $3.47M | Sell |
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|
2024
Q3 | $3.84M | Sell |
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|
2024
Q2 | $7.2M | Buy |
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|
2024
Q1 | $3.63M | Sell |
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|
2023
Q4 | $3.48M | Sell |
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|
2023
Q3 | $3.22M | Buy |
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|
2023
Q2 | $3.38M | Buy |
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|
2023
Q1 | $3.32M | Sell |
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|
2022
Q4 | $3.07M | Sell |
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|
2022
Q3 | $2.66M | Sell |
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|
2022
Q2 | $3M | Buy |
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|
2022
Q1 | $3.5M | Buy |
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|
2021
Q4 | $3.64M | Buy |
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|
2021
Q3 | $3.49M | Buy |
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|
2021
Q2 | $3.46M | Buy |
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|
2021
Q1 | $3.3M | Buy |
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|
2020
Q4 | $3.07M | Buy |
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|
2020
Q3 | $2.58M | Buy |
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|
2020
Q2 | $2.36M | Buy |
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|
2020
Q1 | $2M | Sell |
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|
2019
Q4 | $2.69M | Buy |
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|
2019
Q3 | $2.35M | Buy |
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|
2019
Q2 | $2.26M | Buy |
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|
2019
Q1 | $2.21M | Sell |
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|
2018
Q4 | $2.01M | Sell |
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|
2018
Q3 | $2.54M | Buy |
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|
2018
Q2 | $2.24M | Buy |
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|
2018
Q1 | $2.19M | Buy |
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|
2017
Q4 | $2.15M | Buy |
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|
2017
Q3 | $2.03M | Buy |
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|
2017
Q2 | $1.9M | Buy |
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|
2017
Q1 | $1.74M | Buy |
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|
2016
Q4 | $1.57M | Sell |
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|
2016
Q3 | $1.64M | Sell |
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|
2016
Q2 | $1.59M | Sell |
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|
2016
Q1 | $1.65M | Sell |
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|
2015
Q4 | $1.74M | Sell |
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|
2015
Q3 | $1.72M | Sell |
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|
2015
Q2 | $1.95M | Sell |
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|
2015
Q1 | $1.99M | Buy |
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|
2014
Q4 | $1.86M | Hold |
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|
2014
Q3 | $1.96M | Buy |
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|
2014
Q2 | $2.07M | Buy |
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|
2014
Q1 | $1.98M | Buy |
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|
2013
Q4 | $1.85M | Sell |
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|
2013
Q3 | $2.72M | Buy |
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|
2013
Q2 | $2.37M | Buy |
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