Monterey Private Wealth’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
Q1 | $9.46M | Sell |
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|
2024
Q4 | $8.87M | Buy |
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|
2024
Q3 | $9.78M | Sell |
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|
2024
Q2 | $9.25M | Buy |
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|
2024
Q1 | $9.33M | Sell |
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|
2023
Q4 | $8.83M | Sell |
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|
2023
Q3 | $8.49M | Buy |
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|
2023
Q2 | $8.91M | Sell |
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|
2023
Q1 | $9.3M | Sell |
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|
2022
Q4 | $14.8M | Buy |
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|
2022
Q3 | $12.7M | Sell |
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|
2022
Q2 | $15.2M | Buy |
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|
2022
Q1 | $17.5M | Buy |
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|
2021
Q4 | $18M | Buy |
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|
2021
Q3 | $17.2M | Sell |
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|
2021
Q2 | $18M | Buy |
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|
2021
Q1 | $17.1M | Sell |
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|
2020
Q4 | $16.4M | Buy |
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|
2020
Q3 | $14.2M | Sell |
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|
2020
Q2 | $13.6M | Buy |
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|
2020
Q1 | $5.53M | Buy |
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