Schechter Investment 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
Q1 | $1.32M | Hold |
|
|||||
|
2024
Q4 | $1.22M | Hold |
|
|||||
|
2024
Q3 | $1.35M | Hold |
|
|||||
|
2024
Q2 | $1.26M | Hold |
|
|||||
|
2024
Q1 | $1.29M | Hold |
|
|||||
|
2023
Q4 | $1.21M | Sell |
|
|||||
|
2023
Q3 | $1.56M | Buy |
|
|||||
|
2023
Q2 | $343K | Sell |
|
|||||
|
2023
Q1 | $346K | Sell |
|
|||||
|
2022
Q4 | $323K | Hold |
|
|||||
|
2022
Q3 | $275K | Hold |
|
|||||
|
2022
Q2 | $307K | Sell |
|
|||||
|
2022
Q1 | $630K | Sell |
|
|||||
|
2021
Q4 | $1.04M | Buy |
|