Summit Wealth Partners’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
Q3 | $289K | Hold |
|
|||||
|
2025
Q2 | $277K | Hold |
|
|||||
|
2025
Q1 | $253K | Hold |
|
|||||
|
2024
Q4 | $234K | Hold |
|
|||||
|
2024
Q3 | $259K | Buy |
|
|||||
|
2024
Q2 | $242K | Hold |
|
|||||
|
2024
Q1 | $247K | Hold |
|
|||||
|
2023
Q4 | $233K | Buy |
|
|||||
|
2023
Q3 | $202K | Hold |
|
|||||
|
2023
Q2 | $212K | Sell |
|
|||||
|
2023
Q1 | $210K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $217K | Hold |
|
|||||
|
2021
Q4 | $232K | Sell |
|
|||||
|
2021
Q3 | $244K | Hold |
|
|||||
|
2021
Q2 | $247K | Hold |
|
|||||
|
2021
Q1 | $238K | Buy |
|
|||||
|
2020
Q4 | $205K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $206K | Buy |
|