Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Sell |
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|
2025
Q1 | $318K | Sell |
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|
2024
Q4 | $313K | Sell |
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|
2024
Q3 | $447K | Sell |
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|
2024
Q2 | $428K | Buy |
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|
2024
Q1 | $436K | Hold |
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|
2023
Q4 | $411K | Sell |
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|
2023
Q3 | $415K | Hold |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $460K | Hold |
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|
2022
Q4 | $422K | Hold |
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|
2022
Q3 | $413K | Hold |
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|
2022
Q2 | $426K | Sell |
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|
2022
Q1 | $472K | Hold |
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|
2021
Q4 | $569K | Hold |
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|
2021
Q3 | $582K | Hold |
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|
2021
Q2 | $580K | Buy |
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|
2021
Q1 | $565K | Hold |
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|
2020
Q4 | $549K | Hold |
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|
2020
Q3 | $460K | Hold |
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|
2020
Q2 | $440K | Hold |
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|
2020
Q1 | $386K | Hold |
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|
2019
Q4 | $502K | Hold |
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|
2019
Q3 | $471K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $274K | Hold |
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|
2017
Q1 | $262K | Hold |
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|
2016
Q4 | $242K | Hold |
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|
2016
Q3 | $248K | Hold |
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|
2016
Q2 | $234K | Sell |
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|
2016
Q1 | $249K | Buy |
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|
2015
Q4 | $247K | Sell |
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|
2015
Q3 | $245K | Hold |
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|
2015
Q2 | $272K | Buy |
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