Essex Savings Bank’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 | $890K | Sell |
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|
2025
Q1 | $820K | Sell |
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|
2024
Q4 | $801K | Sell |
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|
2024
Q3 | $904K | Buy |
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|
2024
Q2 | $826K | Buy |
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|
2024
Q1 | $577K | Hold |
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|
2023
Q4 | $577K | Buy |
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|
2023
Q3 | $500K | Buy |
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|
2023
Q2 | $432K | Sell |
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|
2023
Q1 | $435K | Sell |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $359K | Sell |
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|
2022
Q2 | $404K | Hold |
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|
2022
Q1 | $475K | Sell |
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|
2021
Q4 | $543K | Hold |
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|
2021
Q3 | $556K | Sell |
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|
2021
Q2 | $560K | Sell |
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|
2021
Q1 | $515K | Sell |
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|
2020
Q4 | $551K | Sell |
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|
2020
Q3 | $564K | Buy |
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|
2020
Q2 | $511K | Sell |
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|
2020
Q1 | $602K | Sell |
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|
2019
Q4 | $3.02M | Sell |
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|
2019
Q3 | $2.85M | Sell |
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|
2019
Q2 | $3.07M | Buy |
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|
2019
Q1 | $571K | Sell |
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|
2018
Q4 | $578K | Buy |
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