Wells Trecaso Financial 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
Q2 | $987K | Hold |
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|
2025
Q1 | $903K | Hold |
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|
2024
Q4 | $835K | Hold |
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|
2024
Q3 | $924K | Hold |
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|
2024
Q2 | $865K | Sell |
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|
2024
Q1 | $930K | Sell |
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|
2023
Q4 | $885K | Sell |
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|
2023
Q3 | $827K | Buy |
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|
2023
Q2 | $866K | Buy |
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|
2023
Q1 | $843K | Hold |
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|
2022
Q4 | $774K | Hold |
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|
2022
Q3 | $660K | Hold |
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|
2022
Q2 | $736K | Hold |
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|
2022
Q1 | $867K | Hold |
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|
2021
Q4 | $927K | Hold |
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|
2021
Q3 | $919K | Sell |
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|
2021
Q2 | $937K | Hold |
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|
2021
Q1 | $902K | Hold |
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|
2020
Q4 | $867K | Hold |
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|
2020
Q3 | $756K | Buy |
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|
2020
Q2 | $480K | Sell |
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|
2020
Q1 | $550K | Sell |
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|
2019
Q4 | $806K | Hold |
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|
2019
Q3 | $757K | Hold |
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|
2019
Q2 | $763K | Hold |
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|
2019
Q1 | $753K | Hold |
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|
2018
Q4 | $682K | Hold |
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|
2018
Q3 | $789K | Sell |
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|
2018
Q2 | $788K | Buy |
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|
2018
Q1 | $730K | Buy |
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|
2017
Q4 | $509K | Buy |
|