Fusion Family Wealth’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 | $1.97M | Buy |
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|
2025
Q2 | $1.87M | Buy |
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|
2025
Q1 | $1.7M | Buy |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.74M | Buy |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $1.65M | Hold |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $1.43M | Buy |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $1.43M | Hold |
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.27M | Sell |
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|
2021
Q4 | $1.37M | Hold |
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|
2021
Q3 | $1.35M | Hold |
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|
2021
Q2 | $1.37M | Buy |
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|
2021
Q1 | $1.32M | Buy |
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|
2020
Q4 | $1.2M | Hold |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1M | Sell |
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|
2020
Q1 | $1.2M | Buy |
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|
2019
Q4 | $704K | Hold |
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|
2019
Q3 | $661K | Hold |
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|
2019
Q2 | $666K | Sell |
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|
2019
Q1 | $667K | Sell |
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|
2018
Q4 | $1.18M | Buy |
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|
2018
Q3 | $450K | Sell |
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|
2018
Q2 | $467K | Hold |
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|
2018
Q1 | $485K | Sell |
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|
2017
Q4 | $541K | Buy |
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|
2017
Q3 | $524K | Sell |
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|
2017
Q2 | $502K | Buy |
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|
2017
Q1 | $451K | Sell |
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|
2016
Q4 | $1.21M | Buy |
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