HighMark Wealth Management’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 | $182K | Buy |
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|
2025
Q2 | $173K | Sell |
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|
2025
Q1 | $269K | Hold |
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|
2024
Q4 | $249K | Hold |
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|
2024
Q3 | $276K | Hold |
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|
2024
Q2 | $258K | Hold |
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|
2024
Q1 | $263K | Hold |
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $227K | Buy |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $255K | Hold |
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|
2022
Q4 | $234K | Hold |
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|
2022
Q3 | $200K | Hold |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $262K | Hold |
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|
2021
Q4 | $280K | Hold |
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|
2021
Q3 | $278K | Hold |
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|
2021
Q2 | $281K | Sell |
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|
2021
Q1 | $274K | Hold |
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|
2020
Q4 | $263K | Hold |
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|
2020
Q3 | $229K | Hold |
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|
2020
Q2 | $219K | Hold |
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|
2020
Q1 | $192K | Hold |
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|
2019
Q4 | $250K | Buy |
|