Executive Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.62M | Buy |
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $1.38M | Hold |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $1.42M | Hold |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $1.11M | Hold |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.53M | Buy |
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|
2021
Q3 | $1.5M | Hold |
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|
2021
Q2 | $1.52M | Buy |
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|
2021
Q1 | $1.45M | Hold |
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|
2020
Q4 | $1.39M | Buy |
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|
2020
Q3 | $1.2M | Hold |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $1M | Hold |
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|
2019
Q4 | $1.3M | Buy |
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|
2019
Q3 | $1.21M | Sell |
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|
2019
Q2 | $1.24M | Buy |
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|
2019
Q1 | $1.21M | Hold |
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|
2018
Q4 | $1.09M | Buy |
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|
2018
Q3 | $1.25M | Hold |
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|
2018
Q2 | $1.23M | Sell |
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|
2018
Q1 | $1.35M | Sell |
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|
2017
Q4 | $1.36M | Buy |
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