Somerset Group’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
Q1 | – | Sell |
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|
2019
Q4 | $658K | Sell |
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|
2019
Q3 | $725K | Sell |
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|
2019
Q2 | $788K | Sell |
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|
2019
Q1 | $781K | Hold |
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|
2018
Q4 | $708K | Sell |
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|
2018
Q3 | $1.37M | Sell |
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|
2018
Q2 | $1.44M | Hold |
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|
2018
Q1 | $1.5M | Sell |
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|
2017
Q4 | $1.53M | Buy |
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|
2017
Q3 | $994K | Buy |
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|
2017
Q2 | $943K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.01M | Sell |
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|
2014
Q2 | $1.27M | Hold |
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|
2014
Q1 | $1.25M | Buy |
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