Naples Global Advisors’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 | $2.42M | Sell |
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|
2025
Q2 | $2.34M | Buy |
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|
2025
Q1 | $2.13M | Hold |
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|
2024
Q4 | $1.97M | Buy |
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|
2024
Q3 | $2.17M | Buy |
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|
2024
Q2 | $2.02M | Hold |
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|
2024
Q1 | $2.06M | Buy |
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|
2023
Q4 | $1.93M | Hold |
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|
2023
Q3 | $1.77M | Hold |
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|
2023
Q2 | $1.86M | Buy |
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|
2023
Q1 | $1.82M | Hold |
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|
2022
Q4 | $1.67M | Hold |
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|
2022
Q3 | $1.43M | Sell |
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|
2022
Q2 | $1.59M | Hold |
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|
2022
Q1 | $1.88M | Buy |
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|
2021
Q4 | $1.99M | Hold |
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|
2021
Q3 | $1.97M | Hold |
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|
2021
Q2 | $2M | Hold |
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|
2021
Q1 | $1.92M | Buy |
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|
2020
Q4 | $1.84M | Hold |
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|
2020
Q3 | $1.6M | Hold |
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|
2020
Q2 | $1.53M | Hold |
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|
2020
Q1 | $1.35M | Hold |
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|
2019
Q4 | $1.75M | Hold |
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|
2019
Q3 | $1.64M | Sell |
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|
2019
Q2 | $2.1M | Sell |
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|
2019
Q1 | $2.12M | Sell |
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|
2018
Q4 | $2.43M | Sell |
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|
2018
Q3 | $3.22M | Sell |
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|
2018
Q2 | $3.58M | Hold |
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|
2018
Q1 | $3.72M | Sell |
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|
2017
Q4 | $3.77M | Buy |
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|
2017
Q3 | $838K | Buy |
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|
2017
Q2 | $588K | Hold |
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|
2017
Q1 | $562K | Sell |
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|
2016
Q4 | $535K | Sell |
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|
2016
Q3 | $579K | Sell |
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|
2016
Q2 | $551K | Sell |
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|
2016
Q1 | $603K | Buy |
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|
2015
Q4 | $479K | Sell |
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|
2015
Q3 | $604K | Sell |
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|
2015
Q2 | $769K | Buy |
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|
2015
Q1 | $767K | Buy |
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|
2014
Q4 | $647K | Buy |
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|
2014
Q3 | $588K | Hold |
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|
2014
Q2 | $627K | Hold |
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|
2014
Q1 | $617K | Buy |
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|
2013
Q4 | $457K | Buy |
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