Summit Trail Advisors’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 | $32.9M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $28.6M | Buy |
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|
2024
Q2 | $22M | Buy |
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|
2024
Q1 | $20.5M | Buy |
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|
2023
Q4 | $17.8M | Sell |
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|
2023
Q3 | $16.9M | Sell |
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|
2023
Q2 | $18.2M | Sell |
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|
2023
Q1 | $18.6M | Sell |
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|
2022
Q4 | $22M | Sell |
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|
2022
Q3 | $21.9M | Sell |
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|
2022
Q2 | $29.6M | Buy |
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|
2022
Q1 | $17.2M | Buy |
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|
2021
Q4 | $7.69M | Buy |
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|
2021
Q3 | $7.44M | Buy |
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|
2021
Q2 | $858K | Buy |
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|
2021
Q1 | $823K | Sell |
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|
2020
Q4 | $914K | Sell |
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|
2020
Q3 | $1.01M | Sell |
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|
2020
Q2 | $929K | Sell |
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|
2020
Q1 | $3.06M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3.21M | Buy |
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|
2019
Q2 | $3.16M | Buy |
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|
2019
Q1 | $2.42M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $7.52M | Buy |
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|
2017
Q4 | $10M | Buy |
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