Klingman & Associates’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 | $2.83M | Sell |
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|
2025
Q2 | $2.75M | Sell |
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|
2025
Q1 | $2.84M | Buy |
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|
2024
Q4 | $2.58M | Sell |
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|
2024
Q3 | $2.87M | Hold |
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|
2024
Q2 | $2.69M | Buy |
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|
2024
Q1 | $2.64M | Sell |
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|
2023
Q4 | $2.51M | Buy |
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|
2023
Q3 | $2.02M | Buy |
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|
2023
Q2 | $2.09M | Hold |
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|
2023
Q1 | $2.06M | Hold |
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|
2022
Q4 | $1.89M | Buy |
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|
2022
Q3 | $1.55M | Sell |
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|
2022
Q2 | $1.84M | Sell |
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|
2022
Q1 | $2.3M | Buy |
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|
2021
Q4 | $2.2M | Hold |
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|
2021
Q3 | $2.18M | Hold |
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|
2021
Q2 | $2.21M | Buy |
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|
2021
Q1 | $2.1M | Buy |
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|
2020
Q4 | $1.95M | Buy |
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|
2020
Q3 | $1.47M | Sell |
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|
2020
Q2 | $1.46M | Sell |
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|
2020
Q1 | $1.39M | Buy |
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|
2019
Q4 | $1.78M | Buy |
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|
2019
Q3 | $1.64M | Sell |
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|
2019
Q2 | $2.79M | Hold |
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|
2019
Q1 | $2.75M | Buy |
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|
2018
Q4 | $2.45M | Sell |
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|
2018
Q3 | $3M | Hold |
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|
2018
Q2 | $2.95M | Buy |
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|
2018
Q1 | $2.94M | Hold |
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|
2017
Q4 | $2.97M | Sell |
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|
2017
Q3 | $2.9M | Buy |
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|
2017
Q2 | $2.64M | Sell |
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|
2017
Q1 | $3.12M | Sell |
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|
2016
Q4 | $2.92M | Buy |
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|
2016
Q3 | $2.77M | Sell |
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|
2016
Q2 | $2.62M | Hold |
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|
2016
Q1 | $2.69M | Hold |
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|
2015
Q4 | $2.76M | Buy |
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|
2015
Q3 | $1.78M | Sell |
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|
2015
Q2 | $2M | Sell |
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|
2015
Q1 | $2.03M | Hold |
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|
2014
Q4 | $1.92M | Buy |
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