Keudell/Morrison 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
Q2 | $986K | Buy |
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|
2025
Q1 | $880K | Buy |
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|
2024
Q4 | $796K | Buy |
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|
2024
Q3 | $844K | Buy |
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|
2024
Q2 | $772K | Buy |
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|
2024
Q1 | $767K | Buy |
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|
2023
Q4 | $674K | Buy |
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|
2023
Q3 | $574K | Sell |
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|
2023
Q2 | $612K | Buy |
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|
2023
Q1 | $584K | Sell |
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|
2022
Q4 | $547K | Buy |
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|
2022
Q3 | $457K | Hold |
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|
2022
Q2 | $510K | Hold |
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|
2022
Q1 | $601K | Sell |
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|
2021
Q4 | $653K | Buy |
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|
2021
Q3 | $637K | Hold |
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|
2021
Q2 | $644K | Hold |
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|
2021
Q1 | $619K | Hold |
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|
2020
Q4 | $596K | Hold |
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|
2020
Q3 | $520K | Hold |
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|
2020
Q2 | $497K | Hold |
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|
2020
Q1 | $437K | Hold |
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|
2019
Q4 | $567K | Hold |
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|
2019
Q3 | $532K | Hold |
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|
2019
Q2 | $513K | Hold |
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|
2019
Q1 | $530K | Buy |
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