Forum Financial 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 | $524K | Hold |
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|
2025
Q2 | $502K | Hold |
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|
2025
Q1 | $459K | Buy |
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|
2024
Q4 | $424K | Hold |
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|
2024
Q3 | $469K | Sell |
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|
2024
Q2 | $491K | Sell |
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|
2024
Q1 | $781K | Sell |
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|
2023
Q4 | $816K | Buy |
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|
2023
Q3 | $735K | Sell |
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|
2023
Q2 | $875K | Sell |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $963K | Hold |
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|
2022
Q3 | $822K | Buy |
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|
2022
Q2 | $885K | Buy |
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|
2022
Q1 | $937K | Hold |
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|
2021
Q4 | $1M | Buy |
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