United Asset Strategies’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 | $421K | Sell |
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2025
Q2 | $450K | Sell |
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|
2025
Q1 | $533K | Sell |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $11M | Sell |
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|
2024
Q2 | $11M | Buy |
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|
2024
Q1 | $11M | Buy |
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|
2023
Q4 | $10.1M | Sell |
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|
2023
Q3 | $9.51M | Buy |
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|
2023
Q2 | $9.88M | Buy |
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|
2023
Q1 | $284K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $200K | Sell |
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|
2018
Q2 | $424K | Sell |
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|
2018
Q1 | $521K | Sell |
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|
2017
Q4 | $741K | Buy |
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|
2017
Q3 | $721K | Sell |
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|
2017
Q2 | $1.1M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $325K | Sell |
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|
2016
Q1 | $381K | Sell |
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|
2015
Q4 | $542K | Buy |
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|
2015
Q3 | $215K | Buy |
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