Endurance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $497K | Buy |
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|
2023
Q1 | $485K | Sell |
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|
2022
Q4 | $452K | Sell |
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|
2022
Q3 | $526K | Sell |
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|
2022
Q2 | $732K | Buy |
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|
2022
Q1 | $851K | Sell |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $4.72M | Buy |
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|
2021
Q2 | $4.62M | Buy |
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|
2021
Q1 | $4.18M | Buy |
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|
2020
Q4 | $3.79M | Sell |
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|
2020
Q3 | $3.35M | Sell |
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|
2020
Q2 | $3.26M | Sell |
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|
2020
Q1 | $2.93M | Sell |
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|
2019
Q4 | $3.81M | Sell |
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|
2019
Q3 | $3.59M | Sell |
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|
2019
Q2 | $17.4M | Sell |
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|
2019
Q1 | $17.7M | Sell |
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|
2018
Q4 | $21.3M | Sell |
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|
2018
Q3 | $25.7M | Sell |
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|
2018
Q2 | $26.1M | Buy |
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|
2018
Q1 | $23M | Buy |
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|
2017
Q4 | $22.3M | Buy |
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|
2017
Q3 | $19.6M | Buy |
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|
2017
Q2 | $18.4M | Buy |
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|
2017
Q1 | $15.2M | Sell |
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|
2016
Q4 | $14.3M | Sell |
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|
2016
Q3 | $16.1M | Sell |
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|
2016
Q2 | $15.6M | Buy |
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|
2016
Q1 | $15.7K | Sell |
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|
2015
Q4 | $16.3M | Buy |
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|
2015
Q3 | $16.4M | Buy |
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|
2015
Q2 | $16.9M | Buy |
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|
2015
Q1 | $13.6M | Buy |
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|
2014
Q4 | $10.3M | Sell |
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|
2014
Q3 | $11M | Sell |
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|
2014
Q2 | $12.3M | Buy |
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|
2014
Q1 | $10.4M | Buy |
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|
2013
Q4 | $10.2M | Buy |
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|
2013
Q3 | $9.6M | Buy |
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|
2013
Q2 | $8.4M | Buy |
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