Summit Financial’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 | $8.54M | Sell |
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|
2025
Q1 | $7.87M | Buy |
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|
2024
Q4 | $2.04M | Sell |
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|
2024
Q3 | $3.79M | Buy |
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|
2024
Q2 | $3.36M | Buy |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $276K | Buy |
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|
2023
Q3 | $251K | Buy |
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $394K | Buy |
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