Patriot 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
2018
Q4
$888K Buy
2016
Q4
Sell
2016
Q3
$35M Sell
2016
Q2
$33.7M Buy
2016
Q1
$33.5M Buy
2015
Q4
$33.6M Buy
2015
Q3
$32.5M Buy
2015
Q2
$34.8M Buy
2015
Q1
$34.4M Buy
2014
Q4
$31.4M Buy
2014
Q3
$32.1M Buy
2014
Q2
$33.2M Buy
2014
Q1
$32.5M Buy
2013
Q4
$31.5M Buy
2013
Q3
$29.6M Buy