Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.4M | Buy |
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|
2025
Q1 | $52.5M | Buy |
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|
2024
Q4 | $45.4M | Sell |
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|
2024
Q3 | $54M | Sell |
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|
2024
Q2 | $53.9M | Sell |
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|
2024
Q1 | $55.6M | Buy |
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|
2023
Q4 | $51.8M | Buy |
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|
2023
Q3 | $45.4M | Buy |
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|
2023
Q2 | $43.2M | Sell |
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|
2023
Q1 | $42.9M | Sell |
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|
2022
Q4 | $40.9M | Buy |
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|
2022
Q3 | $29.6M | Buy |
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|
2022
Q2 | $29.6M | Buy |
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|
2022
Q1 | $28.7M | Buy |
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|
2021
Q4 | $27.6M | Buy |
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|
2021
Q3 | $26.3M | Sell |
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|
2021
Q2 | $26.6M | Buy |
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|
2021
Q1 | $24.5M | Buy |
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|
2020
Q4 | $22.9M | Sell |
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|
2020
Q3 | $20.5M | Sell |
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|
2020
Q2 | $19.9M | Buy |
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|
2020
Q1 | $16.1M | Sell |
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|
2019
Q4 | $21M | Buy |
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|
2019
Q3 | $19.3M | Buy |
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|
2019
Q2 | $18.6M | Buy |
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|
2019
Q1 | $17M | Sell |
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|
2018
Q4 | $16.3M | Buy |
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|
2018
Q3 | $11.2M | Buy |
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|
2018
Q2 | $11.2M | Buy |
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|
2018
Q1 | $9.12M | Sell |
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|
2017
Q4 | $9.91M | Buy |
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|
2017
Q3 | $8.35M | Buy |
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