Holt Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $310K | Hold |
|
|||||
|
2025
Q2 | $297K | Hold |
|
|||||
|
2025
Q1 | $272K | Hold |
|
|||||
|
2024
Q4 | $251K | Hold |
|
|||||
|
2024
Q3 | $278K | Hold |
|
|||||
|
2024
Q2 | $260K | Hold |
|
|||||
|
2024
Q1 | $266K | Hold |
|
|||||
|
2023
Q4 | $251K | Hold |
|
|||||
|
2023
Q3 | $229K | Hold |
|
|||||
|
2023
Q2 | $241K | Hold |
|
|||||
|
2023
Q1 | $238K | Hold |
|
|||||
|
2022
Q4 | $218K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $202K | Sell |
|
|||||
|
2021
Q4 | $352K | Sell |
|
|||||
|
2021
Q3 | $376K | Hold |
|
|||||
|
2021
Q2 | $380K | Hold |
|
|||||
|
2021
Q1 | $366K | Buy |
|
|||||
|
2020
Q4 | $330K | Hold |
|
|||||
|
2020
Q3 | $288K | Sell |
|
|||||
|
2020
Q2 | $299K | Hold |
|
|||||
|
2020
Q1 | $263K | Hold |
|
|||||
|
2019
Q4 | $342K | Buy |
|
|||||
|
2019
Q3 | $301K | Hold |
|
|||||
|
2019
Q2 | $304K | Hold |
|
|||||
|
2019
Q1 | $300K | Sell |
|
|||||
|
2018
Q4 | $298K | Sell |
|
|||||
|
2018
Q3 | $356K | Hold |
|
|||||
|
2018
Q2 | $351K | Hold |
|
|||||
|
2018
Q1 | $365K | Buy |
|
|||||
|
2017
Q4 | $354K | Hold |
|
|||||
|
2017
Q3 | $345K | Hold |
|
|||||
|
2017
Q2 | $329K | Buy |
|
|||||
|
2017
Q1 | $308K | Buy |
|
|||||
|
2016
Q4 | $274K | Buy |
|
|||||
|
2016
Q3 | $248K | Buy |
|
|||||
|
2016
Q2 | $227K | Hold |
|
|||||
|
2016
Q1 | $232K | Buy |
|
|||||
|
2015
Q4 | $232K | Sell |
|
|||||
|
2015
Q3 | $2.57M | Hold |
|
|||||
|
2015
Q2 | $2.85M | Buy |
|
|||||
|
2015
Q1 | $2.85M | Sell |
|
|||||
|
2014
Q4 | $2.72M | Sell |
|
|||||
|
2014
Q3 | $2.91M | Hold |
|
|||||
|
2014
Q2 | $3.1M | Sell |
|
|||||
|
2014
Q1 | $3.07M | Sell |
|
|||||
|
2013
Q4 | $3.07M | Buy |
|