Segment Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $688K | Sell |
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|
2020
Q1 | $1.21M | Sell |
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|
2019
Q4 | $1.59M | Hold |
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|
2019
Q3 | $1.49M | Buy |
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|
2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $1.4M | Sell |
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|
2018
Q4 | $1.56M | Sell |
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|
2018
Q3 | $2.33M | Buy |
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|
2018
Q2 | $2.29M | Buy |
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|
2018
Q1 | $2.38M | Buy |
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|
2017
Q4 | $2.35M | Buy |
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|
2017
Q3 | $2.17M | Sell |
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|
2017
Q2 | $2.23M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $542K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $369K | Buy |
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|
2014
Q4 | $329K | Sell |
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|
2014
Q3 | $813K | Hold |
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|
2014
Q2 | $867K | Buy |
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