Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.85M | Hold |
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|
2025
Q2 | $3.68M | Hold |
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|
2025
Q1 | $3.37M | Hold |
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|
2024
Q4 | $3.12M | Hold |
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|
2024
Q3 | $3.45M | Hold |
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|
2024
Q2 | $3.23M | Hold |
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|
2024
Q1 | $3.29M | Hold |
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|
2023
Q4 | $3.1M | Buy |
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|
2023
Q3 | $2.82M | Buy |
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|
2023
Q2 | $2.92M | Sell |
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|
2023
Q1 | $2.89M | Buy |
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|
2022
Q4 | $2.64M | Sell |
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|
2022
Q3 | $2.28M | Buy |
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|
2022
Q2 | $2.52M | Hold |
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|
2022
Q1 | $2.96M | Sell |
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|
2021
Q4 | $3.76M | Hold |
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|
2021
Q3 | $3.73M | Sell |
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|
2021
Q2 | $3.78M | Hold |
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|
2021
Q1 | $3.63M | Hold |
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|
2020
Q4 | $3.49M | Hold |
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|
2020
Q3 | $3.05M | Sell |
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|
2020
Q2 | $2.94M | Sell |
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|
2020
Q1 | $3.02M | Buy |
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|
2019
Q4 | $3.9M | Sell |
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|
2019
Q3 | $3.67M | Buy |
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|
2019
Q2 | $3.7M | Buy |
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|
2019
Q1 | $3.03M | Sell |
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|
2018
Q4 | $2.75M | Sell |
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|
2018
Q3 | $3.19M | Buy |
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|
2018
Q2 | $3.13M | Buy |
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|
2018
Q1 | $3.24M | Sell |
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|
2017
Q4 | $3.87M | Buy |
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|
2017
Q3 | $3.76M | Buy |
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|
2017
Q2 | $3.58M | Buy |
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|
2017
Q1 | $2.83M | Sell |
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|
2016
Q4 | $2.66M | Buy |
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|
2016
Q3 | $2.71M | Sell |
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|
2016
Q2 | $2.56M | Sell |
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|
2016
Q1 | $2.65M | Buy |
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|
2015
Q4 | $2.71M | Buy |
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|
2015
Q3 | $2.65M | Sell |
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|
2015
Q2 | $4.65M | Buy |
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|
2015
Q1 | $2.96M | Sell |
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|
2014
Q4 | $3.17M | Buy |
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|
2014
Q3 | $3.31M | Sell |
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|
2014
Q2 | $3.76M | Buy |
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|
2014
Q1 | $3.43M | Buy |
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|
2013
Q4 | $3.36M | Buy |
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|
2013
Q3 | $3.19M | Buy |
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|
2013
Q2 | $2.31M | Buy |
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