Fernwood Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $185K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $374K | Sell |
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|
2022
Q2 | $433K | Sell |
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|
2022
Q1 | $525K | Hold |
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|
2021
Q4 | $561K | Hold |
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|
2021
Q3 | $556K | Hold |
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|
2021
Q2 | $562K | Sell |
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|
2021
Q1 | $555K | Hold |
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|
2020
Q4 | $534K | Hold |
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|
2020
Q3 | $466K | Sell |
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|
2020
Q2 | $498K | Sell |
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|
2020
Q1 | $557K | Sell |
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|
2019
Q4 | $1.16M | Sell |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $1.2M | Hold |
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|
2019
Q1 | $1.19M | Sell |
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|
2018
Q4 | $1.26M | Sell |
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|
2018
Q3 | $1.74M | Sell |
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|
2018
Q2 | $1.77M | Sell |
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|
2018
Q1 | $1.93M | Sell |
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|
2017
Q4 | $1.99M | Buy |
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