Montag & Associates’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
Q2 | $564K | Sell |
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|
2025
Q1 | $631K | Buy |
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|
2024
Q4 | $506K | Sell |
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|
2024
Q3 | $819K | Sell |
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|
2024
Q2 | $800K | Sell |
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|
2024
Q1 | $831K | Sell |
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|
2023
Q4 | $954K | Buy |
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|
2023
Q3 | $804K | Sell |
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|
2023
Q2 | $892K | Hold |
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|
2023
Q1 | $880K | Hold |
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|
2022
Q4 | $807K | Sell |
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|
2022
Q3 | $918K | Buy |
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|
2022
Q2 | $215K | Hold |
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|
2022
Q1 | $253K | Hold |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q3 | $191K | Hold |
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|
2021
Q2 | $193K | Hold |
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|
2021
Q1 | $186K | Buy |
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|
2020
Q4 | $125K | Buy |
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