Intellectus 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
Q2 | $243K | Buy |
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|
2025
Q1 | $222K | Buy |
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|
2024
Q4 | $200K | Buy |
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|
2024
Q3 | $218K | Buy |
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|
2024
Q2 | $203K | Buy |
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|
2024
Q1 | $206K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $204K | Sell |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $386K | Buy |
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|
2021
Q4 | $295K | Sell |
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|
2021
Q3 | $462K | Hold |
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|
2021
Q2 | $468K | Buy |
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|
2021
Q1 | $366K | Sell |
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|
2020
Q4 | $363K | Sell |
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|
2020
Q3 | $435K | Sell |
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|
2020
Q2 | $577K | Sell |
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|
2020
Q1 | $662K | Sell |
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $815K | Sell |
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|
2019
Q2 | $898K | Sell |
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|
2019
Q1 | $1.09M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.13M | Sell |
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|
2018
Q2 | $1.15M | Buy |
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|
2018
Q1 | $1.05M | Buy |
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|
2017
Q4 | $736K | Buy |
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|
2017
Q3 | $600K | Buy |
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|
2017
Q2 | $214K | Buy |
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|
2017
Q1 | $5K | Hold |
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|
2016
Q4 | $5K | Buy |
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