Trail Ridge Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
+20,172
| New | +$1.77M | 0.85% | 30 |
|
|
2023
Q2 | – | Sell |
-5,075
| Closed | -$363K | – | 119 |
|
|
2023
Q1 | $363K | Buy |
+5,075
| New | +$363K | 0.24% | 90 |
|
|
2022
Q4 | – | Sell |
-9,402
| Closed | -$615K | – | 120 |
|
|
2022
Q3 | $615K | Sell |
9,402
-18,116
| -66% | -$1.18M | 0.41% | 69 |
|
|
2022
Q2 | $1.72M | Buy |
27,518
+19,788
| +256% | +$1.24M | 1.17% | 20 |
|
|
2022
Q1 | $569K | Buy |
7,730
+1,175
| +18% | +$86.5K | 0.35% | 81 |
|
|
2021
Q4 | $516K | Buy |
+6,555
| New | +$516K | 0.31% | 84 |
|