Gresham Partners’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
2020
Q1
$147K Buy
2019
Q4
$146K Hold
2019
Q3
$137K Hold
2019
Q2
$138K Sell
2019
Q1
$2.2M Hold
2018
Q4
$1.99M Buy
2018
Q3
$143K Buy
2015
Q4
$35.9M Buy
2015
Q3
$34M Buy
2015
Q2
$37.5M Buy
2015
Q1
$128K Sell
2014
Q4
$23.4M Buy