Elm 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $574K | Sell |
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|
2021
Q4 | $950K | Hold |
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|
2021
Q3 | $942K | Sell |
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|
2021
Q2 | $962K | Hold |
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|
2021
Q1 | $925K | Sell |
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|
2020
Q4 | $915K | Sell |
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|
2020
Q3 | $875K | Sell |
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|
2020
Q2 | $982K | Hold |
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|
2020
Q1 | $863K | Hold |
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|
2019
Q4 | $1.12M | Buy |
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|
2019
Q3 | $1M | Sell |
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|
2019
Q2 | $1.02M | Hold |
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|
2019
Q1 | $1.01M | Buy |
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|
2018
Q4 | $873K | Hold |
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|
2018
Q3 | $1.01M | Hold |
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|
2018
Q2 | $995K | Sell |
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|
2018
Q1 | $1.12M | Sell |
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|
2017
Q4 | $1.15M | Hold |
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|
2017
Q3 | $1.12M | Sell |
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|
2017
Q2 | $1.08M | Hold |
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|
2017
Q1 | $1.03M | Buy |
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|
2016
Q4 | $817K | Hold |
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|
2016
Q3 | $837K | Sell |
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|
2016
Q2 | $802K | Hold |
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|
2016
Q1 | $821K | Hold |
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|
2015
Q4 | $843K | Sell |
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|
2015
Q3 | $1.01M | Hold |
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|
2015
Q2 | $1.11M | Sell |
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|
2015
Q1 | $1.15M | Sell |
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|
2014
Q4 | $1.13M | Hold |
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|
2014
Q3 | $1.19M | Hold |
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|
2014
Q2 | $1.27M | Sell |
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|
2014
Q1 | $1.28M | Hold |
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|
2013
Q4 | $1.28M | Buy |
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