Summit Financial Strategies’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 | $5.05M | Sell |
|
|||||
|
2025
Q1 | $4.75M | Sell |
|
|||||
|
2024
Q4 | $4.64M | Sell |
|
|||||
|
2024
Q3 | $5.17M | Sell |
|
|||||
|
2024
Q2 | $5M | Sell |
|
|||||
|
2024
Q1 | $5.22M | Sell |
|
|||||
|
2023
Q4 | $4.98M | Buy |
|
|||||
|
2023
Q3 | $4.48M | Sell |
|
|||||
|
2023
Q2 | $4.75M | Sell |
|
|||||
|
2023
Q1 | $4.86M | Sell |
|
|||||
|
2022
Q4 | $4.53M | Sell |
|
|||||
|
2022
Q3 | $5.05M | Sell |
|
|||||
|
2022
Q2 | $15M | Sell |
|
|||||
|
2022
Q1 | $17.9M | Buy |
|
|||||
|
2021
Q4 | $19.1M | Buy |
|
|||||
|
2021
Q3 | $18.6M | Buy |
|
|||||
|
2021
Q2 | $18M | Buy |
|
|||||
|
2021
Q1 | $13.8M | Buy |
|
|||||
|
2020
Q4 | $12.9M | Sell |
|
|||||
|
2020
Q3 | $11.4M | Sell |
|
|||||
|
2020
Q2 | $11M | Sell |
|
|||||
|
2020
Q1 | $9.98M | Buy |
|
|||||
|
2019
Q4 | $11.8M | Sell |
|
|||||
|
2019
Q3 | $11.3M | Sell |
|
|||||
|
2019
Q2 | $11.5M | Buy |
|
|||||
|
2019
Q1 | $11.3M | Buy |
|
|||||
|
2018
Q4 | $10.1M | Buy |
|
|||||
|
2018
Q3 | $11M | Buy |
|
|||||
|
2018
Q2 | $10.4M | Buy |
|
|||||
|
2018
Q1 | $10.8M | Sell |
|
|||||
|
2017
Q4 | $11.1M | Sell |
|
|||||
|
2017
Q3 | $11M | Sell |
|
|||||
|
2017
Q2 | $10.7M | Buy |
|
|||||
|
2017
Q1 | $10.2M | Buy |
|
|||||
|
2016
Q4 | $9.38M | Sell |
|
|||||
|
2016
Q3 | $9.74M | Buy |
|
|||||
|
2016
Q2 | $9.05M | Buy |
|
|||||
|
2016
Q1 | $9.09M | Buy |
|
|||||
|
2015
Q4 | $8.58M | Sell |
|
|||||
|
2015
Q3 | $8.38M | Sell |
|
|||||
|
2015
Q2 | $9.36M | Sell |
|
|||||
|
2015
Q1 | $9.74M | Buy |
|
|||||
|
2014
Q4 | $8.87M | Buy |
|