Perennial 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
$206K Buy
2021
Q3
Sell
2021
Q2
$108K Hold
2021
Q1
$104K Buy
2020
Q4
$96K Buy
2020
Q3
Sell
2020
Q2
$78K Buy
2019
Q1
Sell
2018
Q4
$105K Sell
2018
Q3
$285K Sell
2018
Q2
$359K Buy
2018
Q1
$85K Hold
2017
Q4
$86K Hold
2017
Q3
$84K Buy
2017
Q2
$67K Hold
2017
Q1
$64K Hold
2016
Q4
$59K Buy