Schneider Downs Wealth Management 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
Q2 | $7.63M | Buy |
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|
2025
Q1 | $6.96M | Sell |
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|
2024
Q4 | $6.7M | Buy |
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|
2024
Q3 | $7.31M | Sell |
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|
2024
Q2 | $6.87M | Buy |
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|
2024
Q1 | $5.11M | Hold |
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|
2023
Q4 | $4.82M | Sell |
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|
2023
Q3 | $6.13M | Sell |
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|
2023
Q2 | $6.53M | Sell |
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|
2023
Q1 | $6.62M | Buy |
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|
2022
Q4 | $5.77M | Buy |
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|
2022
Q3 | $2.6M | Buy |
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|
2022
Q2 | $833K | Hold |
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|
2022
Q1 | $981K | Hold |
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|
2021
Q4 | $1.05M | Hold |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.25M | Hold |
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|
2021
Q1 | $1.2M | Hold |
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|
2020
Q4 | $1.16M | Hold |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $746K | Sell |
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|
2020
Q1 | $918K | Buy |
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|
2019
Q4 | $1.12M | Buy |
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|
2019
Q3 | $910K | Hold |
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|
2019
Q2 | $918K | Hold |
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|
2019
Q1 | $906K | Hold |
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|
2018
Q4 | $821K | Buy |
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|
2018
Q3 | $833K | Hold |
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|
2018
Q2 | $821K | Hold |
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|
2018
Q1 | $854K | Buy |
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