PBMares 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 | $688K | Sell |
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|
2025
Q2 | $660K | Sell |
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|
2025
Q1 | $605K | Hold |
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|
2024
Q4 | $559K | Buy |
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|
2024
Q3 | $619K | Hold |
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|
2024
Q2 | $579K | Buy |
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|
2024
Q1 | $591K | Hold |
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|
2023
Q4 | $557K | Buy |
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|
2023
Q3 | $510K | Hold |
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|
2023
Q2 | $536K | Buy |
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|
2023
Q1 | $529K | Sell |
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|
2022
Q4 | $492K | Sell |
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|
2022
Q3 | $425K | Sell |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $486K | Sell |
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|
2021
Q4 | $565K | Buy |
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|
2021
Q3 | $556K | Sell |
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|
2021
Q2 | $564K | Sell |
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|
2021
Q1 | $546K | Hold |
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|
2020
Q4 | $525K | Buy |
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|
2020
Q3 | $277K | Hold |
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|
2020
Q2 | $265K | Sell |
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|
2020
Q1 | $233K | Hold |
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|
2019
Q4 | $302K | Buy |
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