Private Wealth Group’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 | $958K | Hold |
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|
2025
Q2 | $917K | Hold |
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|
2025
Q1 | $839K | Sell |
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|
2024
Q4 | $799K | Hold |
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|
2024
Q3 | $884K | Hold |
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|
2024
Q2 | $828K | Hold |
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|
2024
Q1 | $844K | Hold |
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|
2023
Q4 | $796K | Hold |
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|
2023
Q3 | $728K | Hold |
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|
2023
Q2 | $766K | Hold |
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|
2023
Q1 | $756K | Hold |
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|
2022
Q4 | $694K | Sell |
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|
2022
Q3 | $607K | Hold |
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|
2022
Q2 | $677K | Sell |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.2M | Hold |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $749K | Hold |
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|
2020
Q3 | $653K | Sell |
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|
2020
Q2 | $652K | Buy |
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|
2020
Q1 | $548K | Sell |
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|
2019
Q4 | $11.8M | Buy |
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|
2019
Q3 | $957K | Sell |
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|
2019
Q2 | $2.58M | Buy |
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|
2019
Q1 | $2.27M | Buy |
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|
2018
Q4 | $1.96M | Sell |
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|
2018
Q3 | $2.29M | Hold |
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|
2018
Q2 | $2.25M | Sell |
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|
2018
Q1 | $11.1M | Buy |
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|
2017
Q4 | $2.7M | Buy |
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