Exencial Wealth Advisors’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 | $1.16M | Buy |
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|
2025
Q1 | $930K | Buy |
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|
2024
Q4 | $844K | Sell |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.74M | Sell |
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|
2023
Q4 | $1.95M | Buy |
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|
2023
Q3 | $1.63M | Buy |
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|
2023
Q2 | $747K | Buy |
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|
2023
Q1 | $734K | Sell |
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|
2022
Q4 | $679K | Buy |
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|
2022
Q3 | $509K | Sell |
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|
2022
Q2 | $608K | Buy |
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|
2022
Q1 | $652K | Buy |
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|
2021
Q4 | $511K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.19M | Hold |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1.31M | Buy |
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|
2020
Q2 | $1.16M | Sell |
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|
2020
Q1 | $1.05M | Sell |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $1.23M | Sell |
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|
2019
Q2 | $1.36M | Sell |
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|
2019
Q1 | $1.42M | Sell |
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|
2018
Q4 | $1.97M | Sell |
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|
2018
Q3 | $2.3M | Sell |
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|
2018
Q2 | $2.27M | Buy |
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|
2018
Q1 | $2.36M | Sell |
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|
2017
Q4 | $2.41M | Buy |
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|
2017
Q3 | $871K | Buy |
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|
2017
Q2 | $828K | Sell |
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|
2017
Q1 | $1.92M | Buy |
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|
2016
Q4 | $1.52M | Buy |
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|
2016
Q3 | $1.51M | Buy |
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|
2016
Q2 | $1.13M | Buy |
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