PIA
Perennial Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
19,420
-902
| -4% | -$80.6K | 0.17% | 112 |
|
|
2025
Q1 | $1.66M | Buy |
20,322
+678
| +3% | +$55.4K | 0.19% | 101 |
|
|
2024
Q4 | $1.49M | Buy |
19,644
+23
| +0.1% | +$1.74K | 0.17% | 102 |
|
|
2024
Q3 | $1.64M | Sell |
19,621
-158
| -0.8% | -$13.2K | 0.21% | 82 |
|
|
2024
Q2 | $1.55M | Buy |
19,779
+750
| +4% | +$58.7K | 0.22% | 80 |
|
|
2024
Q1 | $1.52M | Buy |
19,029
+49
| +0.3% | +$3.91K | 0.23% | 77 |
|
|
2023
Q4 | $1.43M | Buy |
18,980
+5,258
| +38% | +$396K | 0.24% | 77 |
|
|
2023
Q3 | $946K | Buy |
13,722
+884
| +7% | +$60.9K | 0.17% | 103 |
|
|
2023
Q2 | $931K | Buy |
12,838
+2,437
| +23% | +$177K | 0.16% | 109 |
|
|
2023
Q1 | $744K | Buy |
10,401
+2,929
| +39% | +$209K | 0.14% | 127 |
|
|
2022
Q4 | $490K | Buy |
7,472
+2,122
| +40% | +$139K | 0.2% | 104 |
|
|
2022
Q3 | $300K | Buy |
+5,350
| New | +$300K | 0.14% | 131 |
|
|
2022
Q2 | – | Sell |
-2,728
| Closed | -$201K | – | 204 |
|
|
2022
Q1 | $201K | Sell |
2,728
-49
| -2% | -$3.61K | 0.06% | 208 |
|
|
2021
Q4 | $220K | Buy |
+2,777
| New | +$220K | 0.07% | 206 |
|
|
2021
Q2 | – | Sell |
-2,763
| Closed | -$210K | – | 220 |
|
|
2021
Q1 | $210K | Sell |
2,763
-50
| -2% | -$3.8K | 0.08% | 181 |
|
|
2020
Q4 | $205K | Buy |
+2,813
| New | +$205K | 0.09% | 160 |
|
|
2020
Q1 | – | Sell |
-3,033
| Closed | -$211K | – | 125 |
|
|
2019
Q4 | $211K | Buy |
+3,033
| New | +$211K | 0.17% | 121 |
|