SIM
Studio Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Buy |
8,227
+1,414
| +21% | +$126K | 0.15% | 92 |
|
|
2025
Q1 | $557K | Buy |
6,813
+3,771
| +124% | +$308K | 0.12% | 109 |
|
|
2024
Q4 | $230K | Buy |
3,042
+2,774
| +1,035% | +$210K | 0.05% | 157 |
|
|
2024
Q3 | $22.4K | Hold |
268
| – | – | ﹤0.01% | 223 |
|
|
2024
Q2 | $21K | Hold |
268
| – | – | ﹤0.01% | 212 |
|
|
2024
Q1 | $21.4K | Hold |
268
| – | – | 0.01% | 210 |
|
|
2023
Q4 | $20.2K | Hold |
268
| – | – | 0.01% | 201 |
|
|
2023
Q3 | $18.5K | Hold |
268
| – | – | 0.01% | 193 |
|
|
2023
Q2 | $19.4K | Hold |
268
| – | – | 0.01% | 187 |
|
|
2023
Q1 | $19.2K | Hold |
268
| – | – | 0.01% | 176 |
|
|
2022
Q4 | $17.6K | Buy |
+268
| New | +$17.6K | 0.01% | 154 |
|