Montis Financial’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 | $3.14M | Buy |
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|
2025
Q2 | $2.61M | Sell |
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|
2025
Q1 | $2.43M | Sell |
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|
2024
Q4 | $2.39M | Buy |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $851K | Hold |
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|
2024
Q1 | $867K | Hold |
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|
2023
Q4 | $818K | Hold |
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|
2023
Q3 | $748K | Hold |
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|
2023
Q2 | $787K | Hold |
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|
2023
Q1 | $777K | Sell |
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|
2022
Q4 | $736K | Hold |
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|
2022
Q3 | $628K | Buy |
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|
2022
Q2 | $679K | Hold |
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|
2022
Q1 | $799K | Hold |
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|
2021
Q4 | $854K | Sell |
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|
2021
Q3 | $941K | Hold |
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|
2021
Q2 | $959K | Hold |
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|
2021
Q1 | $935K | Hold |
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|
2020
Q4 | $893K | Buy |
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