Perennial Investment 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
Q2 | $1.74M | Sell |
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|
2025
Q1 | $1.66M | Buy |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.64M | Sell |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $1.52M | Buy |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $946K | Buy |
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|
2023
Q2 | $931K | Buy |
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|
2023
Q1 | $744K | Buy |
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|
2022
Q4 | $490K | Buy |
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|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $220K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $210K | Sell |
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|
2020
Q4 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $211K | Buy |
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