Ullmann Wealth Partners Group’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 | $745K | Sell |
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|
2025
Q2 | $776K | Sell |
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|
2025
Q1 | $730K | Sell |
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|
2024
Q4 | $732K | Sell |
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|
2024
Q3 | $845K | Hold |
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|
2024
Q2 | $791K | Hold |
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|
2024
Q1 | $807K | Hold |
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|
2023
Q4 | $761K | Buy |
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|
2023
Q3 | $667K | Sell |
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|
2023
Q2 | $733K | Sell |
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|
2023
Q1 | $839K | Sell |
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|
2022
Q4 | $803K | Buy |
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|
2022
Q3 | $684K | Buy |
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|
2022
Q2 | $725K | Sell |
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|
2022
Q1 | $862K | Sell |
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|
2021
Q4 | $945K | Buy |
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|
2021
Q3 | $490K | Hold |
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|
2021
Q2 | $496K | Hold |
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|
2021
Q1 | $477K | Sell |
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|
2020
Q4 | $498K | Sell |
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|
2020
Q3 | $455K | Sell |
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|
2020
Q2 | $451K | Sell |
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|
2020
Q1 | $846K | Sell |
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|
2019
Q4 | $1.17M | Sell |
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|
2019
Q3 | $1.28M | Sell |
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|
2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $1.47M | Sell |
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|
2018
Q4 | $1.43M | Sell |
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|
2018
Q3 | $1.69M | Sell |
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|
2018
Q2 | $1.69M | Sell |
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|
2018
Q1 | $1.78M | Buy |
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|
2017
Q4 | $1.81M | Sell |
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|
2017
Q3 | $2.56M | Buy |
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|
2017
Q2 | $1.87M | Buy |
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|
2017
Q1 | $1.76M | Sell |
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|
2016
Q4 | $2.01M | Buy |
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