Summit Financial 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
2024
Q1
$6.38M Sell
2023
Q4
$6.22M Buy
2023
Q3
$5.49M Buy
2023
Q2
$5.61M Buy
2023
Q1
$5.32M Sell
2022
Q4
$4.89M Sell
2022
Q3
$4.21M Buy
2022
Q2
$4.46M Sell
2022
Q1
$5.26M Sell
2021
Q4
$5.88M Buy
2021
Q3
$5.63M Buy
2021
Q2
$5.69M Sell
2021
Q1
$5.53M Buy
2020
Q4
$5.23M Sell
2020
Q3
$4.72M Sell
2020
Q2
$4.64M Sell
2020
Q1
$5.36M Sell
2019
Q4
$7.03M Sell
2019
Q3
$6.64M Sell
2019
Q2
$6.98M Buy