Lipe & Dalton’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
2017
Q3
Sell
2017
Q2
$2.99M Buy
2017
Q1
$1.77M Buy
2016
Q4
$1.25M Buy
2016
Q3
$1.25M Buy
2016
Q2
$1.16M Buy
2016
Q1
$1.17M Buy
2015
Q4
$999K Buy
2015
Q3
$691K Sell
2015
Q2
$796K Buy
2015
Q1
$395K Buy
2014
Q4
$242K Sell
2014
Q3
$280K Buy
2014
Q2
$292K Buy
2014
Q1
$282K Sell
2013
Q4
$469K Buy
2013
Q3
$276K Buy