Regent Peak Wealth 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 | $443K | Buy |
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|
2025
Q1 | $405K | Sell |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $455K | Sell |
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|
2024
Q2 | $450K | Sell |
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|
2024
Q1 | $520K | Sell |
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|
2023
Q4 | $515K | Sell |
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|
2023
Q3 | $607K | Sell |
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|
2023
Q2 | $648K | Sell |
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|
2023
Q1 | $683K | Sell |
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|
2022
Q4 | $628K | Sell |
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|
2022
Q3 | $2.33M | Buy |
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|
2022
Q2 | $1.38M | Buy |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.18M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $1M | Sell |
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|
2020
Q2 | $982K | Sell |
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|
2020
Q1 | $887K | Sell |
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|
2019
Q4 | $1.4M | Buy |
|