Trellis 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
2023
Q4
Sell
2023
Q3
$1.71M Hold
2023
Q2
$1.8M Sell
2023
Q1
$1.8M Hold
2022
Q4
$1.66M Buy
2022
Q3
$991K Sell
2022
Q2
$1.11M Hold
2022
Q1
$1.3M Buy
2021
Q4
$1.39M Hold
2021
Q3
$1.37M Hold
2021
Q2
$1.39M Hold
2021
Q1
$1.34M Hold
2020
Q4
$1.28M Sell
2020
Q3
$1.13M Hold
2020
Q2
$1.08M Sell
2020
Q1
$1.27M Sell
2019
Q4
$1.69M Hold
2019
Q3
$1.58M Hold
2019
Q2
$1.6M Hold
2019
Q1
$1.58M Sell
2018
Q4
$1.43M Buy
2018
Q3
$1.39M Hold
2018
Q2
$1.37M Sell
2018
Q1
$1.58M Hold
2017
Q4
$1.59M Buy