EisnerAmper Wealth Management Corporate Benefits’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $615K | Sell |
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|
2023
Q3 | $588K | Hold |
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|
2023
Q2 | $619K | Sell |
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|
2023
Q1 | $665K | Sell |
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|
2022
Q4 | $810K | Sell |
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|
2022
Q3 | $697K | Hold |
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|
2022
Q2 | $777K | Hold |
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|
2022
Q1 | $916K | Buy |
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|
2021
Q4 | $977K | Hold |
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|
2021
Q3 | $969K | Buy |
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|
2021
Q2 | $960K | Hold |
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|
2021
Q1 | $923K | Hold |
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|
2020
Q4 | $888K | Hold |
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|
2020
Q3 | $775K | Hold |
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|
2020
Q2 | $741K | Hold |
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|
2020
Q1 | $651K | Sell |
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|
2019
Q4 | $852K | Sell |
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|
2019
Q3 | $807K | Hold |
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|
2019
Q2 | $813K | Hold |
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|
2019
Q1 | $803K | Hold |
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|
2018
Q4 | $727K | Hold |
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|
2018
Q3 | $841K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $883K | Hold |
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|
2017
Q4 | $891K | Sell |
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|
2017
Q3 | $1.03M | Sell |
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|
2017
Q2 | $1.03M | Hold |
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|
2017
Q1 | $987K | Sell |
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|
2016
Q4 | $963K | Buy |
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|
2016
Q3 | $934K | Sell |
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|
2016
Q2 | $885K | Sell |
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|
2016
Q1 | $945K | Sell |
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|
2015
Q4 | $1.28M | Sell |
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|
2015
Q3 | $2.9M | Buy |
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|
2015
Q2 | $952K | Buy |
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|
2015
Q1 | $957K | Sell |
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|
2014
Q4 | $1.12M | Buy |
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