Modera Wealth Management’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 | $51.2M | Sell |
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|
2025
Q2 | $50.5M | Sell |
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|
2025
Q1 | $46.5M | Sell |
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|
2024
Q4 | $44M | Buy |
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|
2024
Q3 | $46.5M | Sell |
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|
2024
Q2 | $43.8M | Sell |
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|
2024
Q1 | $44.7M | Sell |
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|
2023
Q4 | $43.5M | Sell |
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|
2023
Q3 | $40.3M | Sell |
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|
2023
Q2 | $43.3M | Buy |
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|
2023
Q1 | $42.2M | Sell |
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|
2022
Q4 | $39.4M | Sell |
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|
2022
Q3 | $36M | Sell |
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|
2022
Q2 | $53.2M | Sell |
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|
2022
Q1 | $64.8M | Sell |
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|
2021
Q4 | $98.7M | Buy |
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|
2021
Q3 | $88.1M | Buy |
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|
2021
Q2 | $84.3M | Buy |
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|
2021
Q1 | $76.1M | Buy |
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|
2020
Q4 | $51.6M | Buy |
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|
2020
Q3 | $835K | Buy |
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|
2020
Q2 | $780K | Sell |
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|
2020
Q1 | $1.4M | Buy |
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|
2019
Q4 | $429K | Sell |
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|
2019
Q3 | $441K | Sell |
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|
2019
Q2 | $472K | Buy |
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|
2019
Q1 | $384K | Sell |
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|
2018
Q4 | $356K | Sell |
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|
2018
Q3 | $456K | Hold |
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|
2018
Q2 | $449K | Buy |
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|
2018
Q1 | $331K | Buy |
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|
2017
Q4 | $312K | Buy |
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|
2017
Q3 | $302K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $258K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $255K | Sell |
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|
2015
Q2 | $301K | Sell |
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|
2015
Q1 | $391K | Hold |
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|
2014
Q4 | $370K | Buy |
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