Elk River 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
Q3 | $250K | Hold |
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|
2025
Q2 | $239K | Hold |
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|
2025
Q1 | $219K | Sell |
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|
2024
Q4 | $223K | Sell |
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|
2024
Q3 | $254K | Buy |
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $214K | Sell |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $302K | Sell |
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|
2023
Q1 | $303K | Hold |
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|
2022
Q4 | $278K | Sell |
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|
2022
Q3 | $518K | Sell |
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|
2022
Q2 | $586K | Hold |
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|
2022
Q1 | $690K | Hold |
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|
2021
Q4 | $739K | Sell |
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|
2021
Q3 | $753K | Hold |
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|
2021
Q2 | $761K | Sell |
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|
2021
Q1 | $735K | Sell |
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|
2020
Q4 | $730K | Buy |
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