O'Brien Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $314K | Sell |
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|
2022
Q1 | $556K | Buy |
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|
2021
Q4 | $538K | Buy |
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|
2021
Q3 | $338K | Buy |
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|
2021
Q2 | $341K | Buy |
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|
2021
Q1 | $328K | Buy |
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|
2020
Q4 | $317K | Buy |
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|
2020
Q3 | $273K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $539K | Buy |
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|
2019
Q3 | $504K | Sell |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $999K | Sell |
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|
2018
Q4 | $1M | Buy |
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|
2018
Q3 | $26K | Buy |
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|
2018
Q2 | $8K | Sell |
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|
2018
Q1 | $26K | Buy |
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