Sage Investment Advisers’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-26,338
Closed -$1.48M 67
2022
Q3
$1.48M Buy
26,338
+4,273
+19% +$239K 2.33% 15
2022
Q2
$1.38M Buy
22,065
+3,826
+21% +$239K 2.16% 15
2022
Q1
$1.34M Buy
18,239
+1,738
+11% +$128K 1.78% 19
2021
Q4
$1.3M Buy
+16,501
New +$1.3M 1.67% 21