Laurie J. Hall Trustee’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Hold |
21,879
| – | – | 0.65% | 46 |
|
|
2025
Q1 | $1.79M | Sell |
21,879
-1,546
| -7% | -$126K | 0.64% | 48 |
|
|
2024
Q4 | $1.77M | Hold |
23,425
| – | – | 0.58% | 48 |
|
|
2024
Q3 | $1.96M | Sell |
23,425
-400
| -2% | -$33.5K | 0.62% | 46 |
|
|
2024
Q2 | $1.87M | Sell |
23,825
-100
| -0.4% | -$7.83K | 0.65% | 45 |
|
|
2024
Q1 | $1.91M | Hold |
23,925
| – | – | 0.67% | 43 |
|
|
2023
Q4 | $1.8M | Sell |
23,925
-150
| -0.6% | -$11.3K | 0.69% | 43 |
|
|
2023
Q3 | $1.66M | Sell |
24,075
-100
| -0.4% | -$6.9K | 0.71% | 43 |
|
|
2023
Q2 | $1.75M | Sell |
24,175
-300
| -1% | -$21.8K | 0.7% | 42 |
|
|
2023
Q1 | $1.75M | Sell |
24,475
-135
| -0.5% | -$9.65K | 0.75% | 40 |
|
|
2022
Q4 | $1.62M | Sell |
24,610
-250
| -1% | -$16.4K | 0.73% | 43 |
|
|
2022
Q3 | $1.39M | Sell |
24,860
-650
| -3% | -$36.4K | 0.69% | 44 |
|
|
2022
Q2 | $1.6M | Sell |
25,510
-650
| -2% | -$40.6K | 0.75% | 42 |
|
|
2022
Q1 | $1.93M | Sell |
26,160
-2,336
| -8% | -$172K | 0.74% | 43 |
|
|
2021
Q4 | $2.24M | Sell |
28,496
-200
| -0.7% | -$15.7K | 0.79% | 40 |
|
|
2021
Q3 | $2.24M | Sell |
28,696
-1,150
| -4% | -$89.7K | 0.86% | 38 |
|
|
2021
Q2 | $2.35M | Sell |
29,846
-1,050
| -3% | -$82.8K | 0.89% | 38 |
|
|
2021
Q1 | $2.34M | Sell |
30,896
-1,700
| -5% | -$129K | 0.9% | 39 |
|
|
2020
Q4 | $2.38M | Sell |
32,596
-850
| -3% | -$62K | 0.96% | 37 |
|
|
2020
Q3 | $2.13M | Buy |
+33,446
| New | +$2.13M | 0.95% | 37 |
|
|
2019
Q4 | $2.45M | Buy |
35,335
+710
| +2% | +$49.3K | 1.13% | 30 |
|
|
2019
Q3 | $2.26M | Sell |
34,625
-400
| -1% | -$26.1K | 1.15% | 27 |
|
|
2019
Q2 | $2.3M | Hold |
35,025
| – | – | 1.2% | 25 |
|
|
2019
Q1 | $2.27M | Hold |
35,025
| – | – | 1.2% | 25 |
|
|
2018
Q4 | $2.2M | Sell |
35,025
-1,690
| -5% | -$106K | 1.21% | 25 |
|
|
2018
Q3 | $2.5M | Sell |
36,715
-150
| -0.4% | -$10.2K | 1.32% | 21 |
|
|
2018
Q2 | $2.47M | Sell |
36,865
-300
| -0.8% | -$20.1K | 1.42% | 20 |
|
|
2018
Q1 | $2.59M | Sell |
37,165
-200
| -0.5% | -$13.9K | 1.58% | 18 |
|
|
2017
Q4 | $2.63M | Buy |
37,365
+1,231
| +3% | +$86.6K | 1.5% | 18 |
|
|
2017
Q3 | $2.47M | Hold |
36,134
| – | – | 1.54% | 18 |
|
|
2017
Q2 | $2.36M | Hold |
36,134
| – | – | 1.51% | 18 |
|
|
2017
Q1 | $2.23M | Buy |
36,134
+195
| +0.5% | +$12.1K | 1.42% | 20 |
|
|
2016
Q4 | $2.12M | Buy |
+35,939
| New | +$2.12M | 1.35% | 21 |
|
|
2016
Q2 | $2M | Buy |
35,689
+200
| +0.6% | +$11.2K | 1.3% | 22 |
|
|
2016
Q1 | $2.11M | Sell |
35,489
-560
| -2% | -$33.3K | 1.33% | 20 |
|
|
2015
Q4 | $1.92M | Sell |
36,049
-7,911
| -18% | -$422K | 1.39% | 21 |
|
|
2015
Q3 | $2.52M | Hold |
43,960
| – | – | 2.01% | 16 |
|
|
2015
Q2 | $2.79M | Buy |
43,960
+100
| +0.2% | +$6.35K | 2.03% | 16 |
|
|
2015
Q1 | $2.82M | Hold |
43,860
| – | – | 2.05% | 16 |
|
|
2014
Q4 | $2.67M | Sell |
43,860
-100
| -0.2% | -$6.08K | 1.9% | 16 |
|
|
2014
Q3 | $2.82M | Hold |
43,960
| – | – | 2.12% | 14 |
|
|
2014
Q2 | $3.01M | Sell |
43,960
-958
| -2% | -$65.5K | 2.26% | 13 |
|
|
2014
Q1 | $3.02M | Sell |
44,918
-530
| -1% | -$35.6K | 2.33% | 11 |
|
|
2013
Q4 | $3.05M | Sell |
45,448
-235
| -0.5% | -$15.8K | 2.35% | 12 |
|
|
2013
Q3 | $2.92M | Sell |
45,683
-50
| -0.1% | -$3.19K | 2.46% | 10 |
|
|
2013
Q2 | $2.62M | Buy |
+45,733
| New | +$2.62M | 2.32% | 13 |
|