Monte Financial Group’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 | $546K | Sell |
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|
2025
Q2 | $609K | Buy |
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|
2025
Q1 | $502K | Sell |
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|
2024
Q4 | $472K | Sell |
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|
2024
Q3 | $576K | Buy |
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|
2024
Q2 | $539K | Hold |
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|
2024
Q1 | $550K | Hold |
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|
2023
Q4 | $518K | Sell |
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|
2023
Q3 | $505K | Hold |
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|
2023
Q2 | $531K | Hold |
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|
2023
Q1 | $524K | Sell |
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|
2022
Q4 | $505K | Sell |
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|
2022
Q3 | $606K | Buy |
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|
2022
Q2 | $582K | Sell |
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|
2022
Q1 | $919K | Sell |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.17M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $304K | Buy |
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