Empirical 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 | $1.64M | Buy |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $890K | Buy |
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|
2023
Q2 | $911K | Sell |
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|
2023
Q1 | $976K | Buy |
|
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|
2022
Q4 | $868K | Sell |
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|
2022
Q3 | $924K | Sell |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $1.03M | Buy |
|
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $936K | Sell |
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|
2021
Q1 | $904K | Buy |
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|
2020
Q4 | $670K | Hold |
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|
2020
Q3 | $584K | Sell |
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|
2020
Q2 | $587K | Sell |
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|
2020
Q1 | $790K | Sell |
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|
2019
Q4 | $1.14M | Buy |
|
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $868K | Buy |
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|
2018
Q4 | $744K | Buy |
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|
2018
Q3 | $623K | Sell |
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|
2018
Q2 | $622K | Sell |
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|
2018
Q1 | $667K | Buy |
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|
2017
Q4 | $641K | Buy |
|
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|
2017
Q3 | $597K | Sell |
|
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|
2017
Q2 | $589K | Sell |
|
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|
2017
Q1 | $585K | Sell |
|
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|
2016
Q4 | $625K | Buy |
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|
2016
Q3 | $623K | Sell |
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|
2016
Q2 | $720K | Sell |
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|
2016
Q1 | $755K | Sell |
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|
2015
Q4 | $1.16M | Sell |
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|
2015
Q3 | $1.63M | Sell |
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|
2015
Q2 | $2.09M | Sell |
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|
2015
Q1 | $2.12M | Sell |
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|
2014
Q4 | $2.11M | Buy |
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|
2014
Q3 | $2.02M | Buy |
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|
2014
Q2 | $2.11M | Buy |
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|
2014
Q1 | $1.82M | Buy |
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|
2013
Q4 | $1.65M | Buy |
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|
2013
Q3 | $1.4M | Sell |
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|
2013
Q2 | $1.26M | Buy |
|