Gilman Hill Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Gilman Hill Asset Management’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$543K	Hold	5,231	–	–	0.07%	149
2026 Q1	$508K	Sell	5,231 -230	-4%	-$23K	0.08%	146
2025 Q4	$524K	Hold	5,461	–	–	0.08%	141
2025 Q3	$510K	Sell	5,461 -60	-1%	-$5.45K	0.08%	144
2025 Q2	$494K	Sell	5,521 -90	-2%	-$7.68K	0.08%	147
2025 Q1	$459K	Sell	5,611 -19,266	-77%	-$1.55M	0.08%	143
2024 Q4	$1.88M	Buy	24,877 +18,133	+269%	+$1.44M	0.33%	91
2024 Q3	$564K	Sell	6,744 -1,044	-13%	-$84K	0.09%	137
2024 Q2	$610K	Buy	7,788 +75	+1%	+$5.94K	0.11%	124
2024 Q1	$616K	Sell	7,713 -967	-11%	-$74K	0.11%	130
2023 Q4	$654K	Buy	8,680 +330	+4%	+$23.3K	0.12%	124
2023 Q3	$576K	Sell	8,350 -561	-6%	-$40.2K	0.11%	134
2023 Q2	$646K	Hold	8,911	–	–	0.12%	129
2023 Q1	$637K	Hold	8,911	–	–	0.13%	123
2022 Q4	$585K	Sell	8,911 -3,389	-28%	-$212K	0.12%	132
2022 Q3	$689K	Sell	12,300 -1,801	-13%	-$112K	0.16%	117
2022 Q2	$881K	Sell	14,101 -353	-2%	-$24K	0.19%	104
2022 Q1	$1.06M	Hold	14,454	–	–	0.24%	98
2021 Q4	$1.14M	Buy	14,454 +338	+2%	+$26.8K	0.25%	95
2021 Q3	$1.1M	Buy	14,116 +2,745	+24%	+$220K	0.28%	89
2021 Q2	$897K	Hold	11,371	–	–	0.23%	99
2021 Q1	$863K	Sell	11,371 -2,506	-18%	-$189K	0.24%	98
2020 Q4	$1.01M	Buy	13,877 +2,420	+21%	+$166K	0.33%	81
2020 Q3	$729K	Hold	11,457	–	–	0.28%	84
2020 Q2	$697K	Hold	11,457	–	–	0.28%	90
2020 Q1	$612K	Sell	11,457 -1,385	-11%	-$87.9K	0.3%	94
2019 Q4	$892K	Sell	12,842 -107	-0.8%	-$7.23K	0.29%	87
2019 Q3	$844K	Buy	12,949 +597	+5%	+$38.5K	0.28%	88
2019 Q2	$812K	Buy	12,352 +825	+7%	+$54K	0.27%	90
2019 Q1	$748K	Sell	11,527 -7,320	-39%	-$461K	0.26%	92
2018 Q4	$1.11M	Buy	18,847 +4,945	+36%	+$309K	0.47%	58
2018 Q3	$945K	Buy	13,902 +4,445	+47%	+$300K	0.37%	72
2018 Q2	$633K	Sell	9,457 -700	-7%	-$49.1K	0.26%	91
2018 Q1	$708K	Buy	10,157 +1,541	+18%	+$110K	0.31%	81
2017 Q4	$606K	Buy	8,616 +175	+2%	+$12.2K	0.25%	98
2017 Q3	$578K	Hold	8,441	–	–	0.24%	98
2017 Q2	$550K	Hold	8,441	–	–	0.24%	96
2017 Q1	$526K	Sell	8,441 -6,715	-44%	-$406K	0.23%	99
2016 Q4	$875K	Buy	15,156 +6,715	+80%	+$387K	0.32%	58
2016 Q3	$499K	Buy	8,441 +700	+9%	+$40.6K	0.19%	97
2016 Q2	$432K	Hold	7,741	–	–	0.18%	103
2016 Q1	$442K	Sell	7,741 -7,560	-49%	-$417K	0.2%	97
2015 Q4	$898K	Buy	15,301 +11,440	+296%	+$689K	0.43%	50
2015 Q3	$221K	Buy	3,861 +105	+3%	+$6.48K	0.12%	139
2015 Q2	$238K	Hold	3,756	–	–	0.11%	146
2015 Q1	$241K	Sell	3,756 -498	-12%	-$31.4K	0.11%	138
2014 Q4	$259K	Buy	4,254 +498	+13%	+$31.1K	0.13%	127
2014 Q3	$241K	Hold	3,756	–	–	0.13%	128
2014 Q2	$257K	Buy	+3,756	New	+$257K	0.13%	127

Other funds holding EFA

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return