Sax 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 | $2.01M | Buy |
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|
2025
Q2 | $1.88M | Buy |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | $979K | Buy |
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|
2024
Q2 | $746K | Buy |
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|
2024
Q1 | $699K | Sell |
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|
2023
Q4 | $665K | Buy |
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|
2023
Q3 | $568K | Sell |
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|
2023
Q2 | $622K | Buy |
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|
2023
Q1 | $613K | Buy |
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|
2022
Q4 | $553K | Sell |
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|
2022
Q3 | $486K | Sell |
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|
2022
Q2 | $548K | Sell |
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|
2022
Q1 | $814K | Buy |
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|
2021
Q4 | $812K | Buy |
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|
2021
Q3 | $805K | Hold |
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|
2021
Q2 | $814K | Buy |
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|
2021
Q1 | $777K | Buy |
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|
2020
Q4 | $704K | Buy |
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