Halbert Hargrove Global 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 | $39.3M | Buy |
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|
2025
Q2 | $35.3M | Sell |
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|
2025
Q1 | $97.9M | Buy |
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|
2024
Q4 | $2.04M | Sell |
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|
2024
Q3 | $102M | Sell |
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|
2024
Q2 | $117M | Buy |
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|
2024
Q1 | $118M | Buy |
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|
2023
Q4 | $110M | Buy |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $107M | Buy |
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|
2023
Q1 | $104M | Sell |
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|
2022
Q4 | $95.9M | Buy |
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|
2022
Q3 | $1.37M | Sell |
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|
2022
Q2 | $1.67M | Sell |
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|
2022
Q1 | $3.54M | Sell |
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|
2021
Q4 | $4.41M | Sell |
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|
2021
Q3 | $102M | Sell |
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|
2021
Q2 | $109M | Buy |
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|
2021
Q1 | $102M | Buy |
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|
2020
Q4 | $97.5M | Buy |
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|
2020
Q3 | $83M | Buy |
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|
2020
Q2 | $2.06M | Buy |
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|
2020
Q1 | $1.4M | Sell |
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|
2019
Q4 | $94.3M | Buy |
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|
2019
Q3 | $88.4M | Sell |
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|
2019
Q2 | $93M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.97M | Buy |
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|
2018
Q3 | $2.26M | Sell |
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|
2018
Q2 | $2.3M | Sell |
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|
2018
Q1 | $98.8M | Buy |
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|
2017
Q4 | $97.2M | Buy |
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|
2017
Q3 | $94M | Sell |
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|
2017
Q2 | $91.3M | Buy |
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|
2017
Q1 | $83.8M | Buy |
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|
2016
Q4 | $74.3M | Buy |
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|
2016
Q3 | $75.3M | Buy |
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|
2016
Q2 | $3.31M | Sell |
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|
2016
Q1 | $5.89M | Sell |
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|
2015
Q4 | $7.76M | Buy |
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|
2015
Q3 | $4.79M | Sell |
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|
2015
Q2 | $77.7M | Buy |
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|
2015
Q1 | $78M | Buy |
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|
2014
Q4 | $4.98M | Buy |
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|
2014
Q3 | $5.21M | Sell |
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|
2014
Q2 | $89.8M | Sell |
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|
2014
Q1 | $90.2M | Buy |
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|
2013
Q4 | $89.7M | Sell |
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|
2013
Q3 | $86M | Buy |
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|
2013
Q2 | $73.3M | Buy |
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