Summit Asset Management’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 | $7.62M | Buy |
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|
2025
Q1 | $6.75M | Hold |
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|
2024
Q4 | $6.24M | Buy |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $1.1M | Hold |
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|
2023
Q4 | $1.04M | Hold |
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|
2023
Q3 | $952K | Hold |
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|
2023
Q2 | $1M | Hold |
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|
2023
Q1 | $988K | Hold |
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|
2022
Q4 | $907K | Buy |
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|
2022
Q3 | $622K | Hold |
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|
2022
Q2 | $694K | Sell |
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|
2022
Q1 | $842K | Hold |
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|
2021
Q4 | $900K | Buy |
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|
2021
Q3 | $729K | Hold |
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|
2021
Q2 | $737K | Sell |
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|
2021
Q1 | $717K | Hold |
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|
2020
Q4 | $689K | Sell |
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|
2020
Q3 | $607K | Buy |
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|
2020
Q2 | $410K | Sell |
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|
2020
Q1 | $366K | Sell |
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|
2019
Q4 | $495K | Buy |
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|
2019
Q3 | $441K | Sell |
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|
2019
Q2 | $450K | Buy |
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|
2019
Q1 | $424K | Hold |
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|
2018
Q4 | $384K | Sell |
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|
2018
Q3 | $787K | Buy |
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|
2018
Q2 | $732K | Hold |
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|
2018
Q1 | $761K | Hold |
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|
2017
Q4 | $768K | Buy |
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|
2017
Q3 | $677K | Hold |
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|
2017
Q2 | $645K | Hold |
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|
2017
Q1 | $616K | Hold |
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|
2016
Q4 | $571K | Buy |
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|
2016
Q3 | $536K | Hold |
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|
2016
Q2 | $506K | Buy |
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|
2016
Q1 | $485K | Hold |
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|
2015
Q4 | $498K | Sell |
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|
2015
Q3 | $491K | Hold |
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|
2015
Q2 | $544K | Hold |
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|
2015
Q1 | $550K | Hold |
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|
2014
Q4 | $521K | Buy |
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|
2014
Q3 | $492K | Hold |
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|
2014
Q2 | $525K | Hold |
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|
2014
Q1 | $516K | Hold |
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|
2013
Q4 | $515K | Buy |
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|
2013
Q3 | $427K | Buy |
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|
2013
Q2 | $362K | Buy |
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