HM Payson & Co’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 | $415K | Sell |
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|
2025
Q2 | $421K | Sell |
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|
2025
Q1 | $429K | Sell |
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|
2024
Q4 | $446K | Buy |
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|
2024
Q3 | $449K | Sell |
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|
2024
Q2 | $433K | Hold |
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|
2024
Q1 | $441K | Sell |
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|
2023
Q4 | $484K | Hold |
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|
2023
Q3 | $443K | Hold |
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|
2023
Q2 | $466K | Hold |
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|
2023
Q1 | $460K | Buy |
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|
2022
Q4 | $222K | Hold |
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|
2022
Q3 | $189K | Sell |
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|
2022
Q2 | $359K | Sell |
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|
2022
Q1 | $496K | Sell |
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|
2021
Q4 | $566K | Buy |
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|
2021
Q3 | $561K | Hold |
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|
2021
Q2 | $567K | Buy |
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|
2021
Q1 | $512K | Sell |
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|
2020
Q4 | $539K | Sell |
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|
2020
Q3 | $485K | Sell |
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|
2020
Q2 | $489K | Sell |
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|
2020
Q1 | $1.49M | Sell |
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|
2019
Q4 | $2.67M | Sell |
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|
2019
Q3 | $2.56M | Sell |
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|
2019
Q2 | $3.83M | Sell |
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|
2019
Q1 | $4.14M | Buy |
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|
2018
Q4 | $15K | Sell |
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|
2018
Q3 | $3.31M | Sell |
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|
2018
Q2 | $4M | Buy |
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|
2018
Q1 | $1.99M | Buy |
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|
2017
Q4 | $1.87M | Buy |
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|
2017
Q3 | $1.74M | Buy |
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|
2017
Q2 | $1.41M | Buy |
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|
2017
Q1 | $1.1M | Sell |
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|
2016
Q4 | $1.1M | Buy |
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|
2016
Q3 | $672K | Sell |
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|
2016
Q2 | $642K | Sell |
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|
2016
Q1 | $681K | Buy |
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|
2015
Q4 | $694K | Buy |
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|
2015
Q3 | $334K | Sell |
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|
2015
Q2 | $382K | Sell |
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|
2015
Q1 | $406K | Sell |
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|
2014
Q4 | $498K | Hold |
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|
2014
Q3 | $525K | Sell |
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|
2014
Q2 | $567K | Buy |
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|
2014
Q1 | $554K | Buy |
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|
2013
Q4 | $464K | Buy |
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|
2013
Q3 | $408K | Hold |
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|
2013
Q2 | $367K | Buy |
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