Sterling Investment Advisors (Pennsylvania)’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 | $1.37M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $657K | Buy |
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|
2024
Q3 | $551K | Buy |
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|
2024
Q2 | $460K | Hold |
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|
2024
Q1 | $469K | Buy |
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|
2023
Q4 | $438K | Hold |
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|
2023
Q3 | $400K | Sell |
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|
2023
Q2 | $430K | Hold |
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|
2023
Q1 | $424K | Hold |
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|
2022
Q4 | $389K | Hold |
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|
2022
Q3 | $332K | Sell |
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|
2022
Q2 | $445K | Hold |
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|
2022
Q1 | $524K | Hold |
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|
2021
Q4 | $560K | Buy |
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|
2021
Q3 | $540K | Hold |
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|
2021
Q2 | $546K | Hold |
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|
2021
Q1 | $525K | Buy |
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|
2020
Q4 | $367K | Hold |
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|
2020
Q3 | $320K | Hold |
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|
2020
Q2 | $306K | Sell |
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|
2020
Q1 | $273K | Sell |
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|
2019
Q4 | $376K | Buy |
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|
2019
Q3 | $328K | Sell |
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|
2019
Q2 | $383K | Hold |
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|
2019
Q1 | $378K | Hold |
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|
2018
Q4 | $342K | Sell |
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|
2018
Q3 | $491K | Sell |
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|
2018
Q2 | $566K | Buy |
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|
2018
Q1 | $493K | Buy |
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|
2017
Q4 | $441K | Buy |
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|
2017
Q3 | $115K | Hold |
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|
2017
Q2 | $110K | Hold |
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|
2017
Q1 | $105K | Sell |
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|
2016
Q4 | $114K | Buy |
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