Gradient Capital 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 | $456K | Hold |
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|
2025
Q2 | $437K | Hold |
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|
2025
Q1 | $399K | Hold |
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|
2024
Q4 | $369K | Hold |
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|
2024
Q3 | $409K | Hold |
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|
2024
Q2 | $383K | Hold |
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|
2024
Q1 | $390K | Hold |
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|
2023
Q4 | $368K | Sell |
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|
2023
Q3 | $348K | Hold |
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|
2023
Q2 | $366K | Hold |
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|
2023
Q1 | $362K | Hold |
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|
2022
Q4 | $332K | Sell |
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|
2022
Q3 | $315K | Hold |
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|
2022
Q2 | $352K | Hold |
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|
2022
Q1 | $414K | Hold |
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|
2021
Q4 | $443K | Sell |
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|
2021
Q3 | $451K | Hold |
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|
2021
Q2 | $456K | Hold |
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|
2021
Q1 | $439K | Sell |
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|
2020
Q4 | $434K | Hold |
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|
2020
Q3 | $379K | Hold |
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|
2020
Q2 | $362K | Hold |
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|
2020
Q1 | $318K | Hold |
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|
2019
Q4 | $413K | Hold |
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|
2019
Q3 | $388K | Hold |
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|
2019
Q2 | $391K | Hold |
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|
2019
Q1 | $386K | Sell |
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|
2018
Q4 | $376K | Sell |
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|
2018
Q3 | $450K | Hold |
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|
2018
Q2 | $443K | Hold |
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|
2018
Q1 | $461K | Hold |
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|
2017
Q4 | $465K | Buy |
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