Orgel Wealth Management’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 | $3.21M | Hold |
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|
2025
Q2 | $3.08M | Hold |
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|
2025
Q1 | $2.81M | Buy |
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|
2024
Q4 | $2.46M | Hold |
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|
2024
Q3 | $2.72M | Hold |
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|
2024
Q2 | $2.54M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $461K | Sell |
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|
2019
Q3 | $436K | Buy |
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|
2019
Q2 | $432K | Hold |
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|
2019
Q1 | $426K | Sell |
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|
2018
Q4 | $567K | Buy |
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|
2018
Q3 | $231K | Sell |
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|
2018
Q2 | $237K | Buy |
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|
2018
Q1 | $236K | Sell |
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|
2017
Q4 | $259K | Buy |
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|
2017
Q3 | $232K | Sell |
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|
2017
Q2 | $239K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $200K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $301K | Buy |
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|
2015
Q4 | $279K | Buy |
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