Joel Isaacson & 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 | $2.58M | Buy |
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|
2025
Q2 | $2.31M | Buy |
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|
2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $1.67M | Sell |
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|
2024
Q1 | $1.71M | Sell |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $659K | Buy |
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|
2023
Q2 | $639K | Buy |
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|
2023
Q1 | $627K | Hold |
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|
2022
Q4 | $575K | Buy |
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|
2022
Q3 | $490K | Sell |
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|
2022
Q2 | $570K | Sell |
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|
2022
Q1 | $660K | Sell |
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|
2021
Q4 | $736K | Sell |
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|
2021
Q3 | $832K | Sell |
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|
2021
Q2 | $883K | Buy |
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|
2021
Q1 | $545K | Buy |
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|
2020
Q4 | $425K | Hold |
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|
2020
Q3 | $371K | Hold |
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|
2020
Q2 | $355K | Sell |
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|
2020
Q1 | $575K | Sell |
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|
2019
Q4 | $855K | Buy |
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|
2019
Q3 | $802K | Buy |
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|
2019
Q2 | $656K | Buy |
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|
2019
Q1 | $645K | Sell |
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|
2018
Q4 | $790K | Buy |
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|
2018
Q3 | $857K | Hold |
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|
2018
Q2 | $844K | Buy |
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|
2018
Q1 | $872K | Buy |
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|
2017
Q4 | $734K | Buy |
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|
2017
Q3 | $555K | Hold |
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|
2017
Q2 | $529K | Buy |
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|
2017
Q1 | $504K | Hold |
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|
2016
Q4 | $467K | Sell |
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|
2016
Q3 | $507K | Buy |
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|
2016
Q2 | $469K | Buy |
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|
2016
Q1 | $394K | Hold |
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|
2015
Q4 | $405K | Sell |
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|
2015
Q3 | $443K | Buy |
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|
2015
Q2 | $468K | Buy |
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|
2015
Q1 | $425K | Buy |
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|
2014
Q4 | $400K | Buy |
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|
2014
Q3 | $56K | Hold |
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|
2014
Q2 | $60K | Hold |
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|
2014
Q1 | $59K | Hold |
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|
2013
Q4 | $59K | Hold |
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|
2013
Q3 | $56K | Hold |
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|
2013
Q2 | $50K | Buy |
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