Essex Financial Services’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 | $685K | Buy |
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|
2025
Q1 | $493K | Buy |
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|
2024
Q4 | $333K | Buy |
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|
2024
Q3 | $349K | Sell |
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|
2024
Q2 | $632K | Buy |
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|
2024
Q1 | $429K | Sell |
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|
2023
Q4 | $496K | Buy |
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|
2023
Q3 | $436K | Sell |
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|
2023
Q2 | $482K | Buy |
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|
2023
Q1 | $412K | Buy |
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|
2022
Q4 | $369K | Buy |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $344K | Sell |
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|
2022
Q1 | $415K | Sell |
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|
2021
Q4 | $452K | Buy |
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|
2021
Q3 | $440K | Buy |
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|
2021
Q2 | $382K | Hold |
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|
2021
Q1 | $382K | Buy |
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|
2020
Q4 | $284K | Buy |
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|
2020
Q3 | $239K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $305K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2.1M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.34M | Buy |
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|
2017
Q1 | $974K | Buy |
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|
2016
Q4 | $483K | Buy |
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|
2016
Q3 | $355K | Sell |
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|
2016
Q2 | $391K | Buy |
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|
2016
Q1 | $373K | Sell |
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|
2015
Q4 | $445K | Buy |
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|
2015
Q3 | $371K | Hold |
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|
2015
Q2 | $411K | Sell |
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|
2015
Q1 | $574K | Buy |
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|
2014
Q4 | $340K | Hold |
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|
2014
Q3 | $358K | Buy |
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|
2014
Q2 | $351K | Sell |
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|
2014
Q1 | $376K | Buy |
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|
2013
Q4 | $327K | Sell |
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|
2013
Q3 | $351 | Sell |
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|
2013
Q2 | $318K | Buy |
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