Sound View Wealth Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
|
|||||
|
2025
Q1 | $553K | Sell |
|
|||||
|
2024
Q4 | $599K | Sell |
|
|||||
|
2024
Q3 | $708K | Buy |
|
|||||
|
2024
Q2 | $437K | Buy |
|
|||||
|
2024
Q1 | $445K | Sell |
|
|||||
|
2023
Q4 | $436K | Buy |
|
|||||
|
2023
Q3 | $301K | Sell |
|
|||||
|
2023
Q2 | $412K | Sell |
|
|||||
|
2023
Q1 | $415K | Buy |
|
|||||
|
2022
Q4 | $436K | Buy |
|
|||||
|
2022
Q3 | $254K | Hold |
|
|||||
|
2022
Q2 | $283K | Sell |
|
|||||
|
2022
Q1 | $339K | Buy |
|
|||||
|
2021
Q4 | $351K | Buy |
|
|||||
|
2021
Q3 | $348K | Sell |
|
|||||
|
2021
Q2 | $358K | Buy |
|
|||||
|
2021
Q1 | $343K | Sell |
|
|||||
|
2020
Q4 | $343K | Sell |
|
|||||
|
2020
Q3 | $325K | Sell |
|
|||||
|
2020
Q2 | $374K | Buy |
|
|||||
|
2020
Q1 | $282K | Sell |
|
|||||
|
2019
Q4 | $408K | Sell |
|
|||||
|
2019
Q3 | $503K | Sell |
|
|||||
|
2019
Q2 | $546K | Buy |
|