Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $376K | Hold |
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|
2025
Q2 | $360K | Hold |
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|
2025
Q1 | $329K | Sell |
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|
2024
Q4 | $375K | Sell |
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|
2024
Q3 | $914K | Buy |
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|
2024
Q2 | $755K | Hold |
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|
2024
Q1 | $770K | Buy |
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|
2023
Q4 | $662K | Hold |
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|
2023
Q3 | $606K | Sell |
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|
2023
Q2 | $779K | Buy |
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|
2023
Q1 | $689K | Sell |
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|
2022
Q4 | $2.02M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $837K | Hold |
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|
2016
Q3 | $857K | Hold |
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|
2016
Q2 | $809K | Hold |
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|
2016
Q1 | $829K | Hold |
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|
2015
Q4 | $851K | Hold |
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|
2015
Q3 | $831K | Hold |
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|
2015
Q2 | $921K | Hold |
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|
2015
Q1 | $930K | Hold |
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|
2014
Q4 | $882K | Hold |
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|
2014
Q3 | $930K | Hold |
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|
2014
Q2 | $991K | Buy |
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