Matrix Asset Advisors’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 | $1.38M | Sell |
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|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.28M | Hold |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.28M | Sell |
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|
2022
Q1 | $1.6M | Sell |
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|
2021
Q4 | $1.71M | Buy |
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|
2021
Q3 | $1.69M | Sell |
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|
2021
Q2 | $2.24M | Sell |
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|
2021
Q1 | $2.17M | Sell |
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|
2020
Q4 | $2.21M | Buy |
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|
2020
Q3 | $1.82M | Buy |
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|
2020
Q2 | $1.49M | Buy |
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|
2020
Q1 | $354K | Buy |
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|
2019
Q4 | $460K | Buy |
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|
2019
Q3 | $349K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $225K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $258K | Buy |
|