Klingenstein Fields & 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
Q2 | $389K | Hold |
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|
2025
Q1 | $356K | Sell |
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|
2024
Q4 | $693K | Hold |
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|
2024
Q3 | $766K | Hold |
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|
2024
Q2 | $718K | Hold |
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|
2024
Q1 | $732K | Hold |
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|
2023
Q4 | $691K | Hold |
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|
2023
Q3 | $632K | Hold |
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|
2023
Q2 | $664K | Buy |
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|
2023
Q1 | $464K | Sell |
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|
2022
Q4 | $472K | Sell |
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|
2022
Q3 | $420K | Hold |
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|
2022
Q2 | $469K | Hold |
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|
2022
Q1 | $552K | Hold |
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|
2021
Q4 | $590K | Hold |
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|
2021
Q3 | $585K | Hold |
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|
2021
Q2 | $592K | Hold |
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|
2021
Q1 | $569K | Hold |
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|
2020
Q4 | $548K | Hold |
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|
2020
Q3 | $478K | Hold |
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|
2020
Q2 | $457K | Sell |
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|
2020
Q1 | $428K | Sell |
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|
2019
Q4 | $598K | Hold |
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|
2019
Q3 | $562K | Hold |
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|
2019
Q2 | $566K | Sell |
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|
2019
Q1 | $666K | Sell |
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|
2018
Q4 | $633K | Sell |
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|
2018
Q3 | $749K | Sell |
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|
2018
Q2 | $750K | Buy |
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|
2018
Q1 | $780K | Sell |
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|
2017
Q4 | $794K | Sell |
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|
2017
Q3 | $784K | Buy |
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|
2017
Q2 | $735K | Buy |
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|
2017
Q1 | $415K | Sell |
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|
2016
Q4 | $402K | Sell |
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|
2016
Q3 | $433K | Sell |
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|
2016
Q2 | $535K | Buy |
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|
2016
Q1 | $460K | Sell |
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|
2015
Q4 | $491K | Buy |
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|
2015
Q3 | $478K | Sell |
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|
2015
Q2 | $601K | Sell |
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|
2015
Q1 | $610K | Buy |
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|
2014
Q4 | $558K | Buy |
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|
2014
Q3 | $586K | Buy |
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|
2014
Q2 | $589K | Sell |
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|
2014
Q1 | $604K | Buy |
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|
2013
Q4 | $592K | Sell |
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|
2013
Q3 | $605K | Buy |
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|
2013
Q2 | $542K | Buy |
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