Fortis 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
Q3 | – | Sell |
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|
2025
Q2 | $507K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $820K | Buy |
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|
2021
Q1 | $219K | Hold |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q3 | $182K | Hold |
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|
2020
Q2 | $174K | Sell |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $1.56M | Buy |
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|
2019
Q3 | $1.46M | Buy |
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|
2019
Q2 | $963K | Buy |
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|
2019
Q1 | $938K | Buy |
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|
2018
Q4 | $473K | Buy |
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|
2018
Q3 | $184K | Hold |
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|
2018
Q2 | $181K | Buy |
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|
2018
Q1 | $185K | Hold |
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|
2017
Q4 | $186K | Buy |
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