SlateStone Wealth’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
$3.22M Sell
2025
Q2
$3.16M Sell
2025
Q1
$3.34M Sell
2024
Q4
$3.56M Sell
2024
Q3
$4.13M Buy
2024
Q2
$3.84M Buy
2024
Q1
$3.16M Buy
2023
Q4
$2.79M Buy
2023
Q3
$2.42M Buy
2023
Q2
$2.19M Buy
2023
Q1
$1.55M Buy
2022
Q4
$1.1M Buy
2022
Q3
$690K Buy
2022
Q2
$551K Buy
2022
Q1
$216K Buy
2020
Q1
Sell
2019
Q4
$241K Buy