HHM Wealth 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 | $289K | Sell |
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|
2025
Q2 | $293K | Buy |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $228K | Hold |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $257K | Sell |
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|
2024
Q1 | $282K | Buy |
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|
2023
Q4 | $216K | Hold |
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|
2023
Q3 | $197K | Hold |
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|
2023
Q2 | $208K | Buy |
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|
2023
Q1 | $194K | Buy |
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|
2022
Q4 | $56.4K | Hold |
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|
2022
Q3 | $48K | Sell |
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|
2022
Q2 | $104K | Hold |
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|
2022
Q1 | $123K | Hold |
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|
2021
Q4 | $131K | Hold |
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|
2021
Q3 | $130K | Hold |
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|
2021
Q2 | $132K | Hold |
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|
2021
Q1 | $127K | Hold |
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|
2020
Q4 | $122K | Sell |
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|
2020
Q3 | $120K | Buy |
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|
2020
Q2 | $87K | Hold |
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|
2020
Q1 | $76K | Buy |
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