Lutz Financial Services’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 | $312K | Hold |
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|
2025
Q2 | $298K | Hold |
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|
2025
Q1 | $273K | Sell |
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|
2024
Q4 | $254K | Hold |
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|
2024
Q3 | $281K | Hold |
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|
2024
Q2 | $263K | Hold |
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|
2024
Q1 | $268K | Sell |
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|
2023
Q4 | $254K | Hold |
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|
2023
Q3 | $232K | Sell |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $283K | Hold |
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|
2022
Q3 | $241K | Hold |
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|
2022
Q2 | $269K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $958K | Sell |
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|
2019
Q4 | $3.38M | Buy |
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|
2019
Q3 | $3.17M | Sell |
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|
2019
Q2 | $3.24M | Sell |
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|
2019
Q1 | $3.2M | Sell |
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|
2018
Q4 | $3.2M | Buy |
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|
2018
Q3 | $3.33M | Buy |
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|
2018
Q2 | $2.52M | Sell |
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|
2018
Q1 | $2.65M | Sell |
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|
2017
Q4 | $2.69M | Buy |
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