Whitegate Investment Counselors’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 | $8.61M | Sell |
|
|||||
|
2025
Q2 | $8.26M | Sell |
|
|||||
|
2025
Q1 | $7.74M | Sell |
|
|||||
|
2024
Q4 | $7.34M | Sell |
|
|||||
|
2024
Q3 | $8.12M | Sell |
|
|||||
|
2024
Q2 | $7.89M | Buy |
|
|||||
|
2024
Q1 | $8.03M | Buy |
|
|||||
|
2023
Q4 | $7.54M | Sell |
|
|||||
|
2023
Q3 | $6.94M | Buy |
|
|||||
|
2023
Q2 | $7.06M | Buy |
|
|||||
|
2023
Q1 | $6.91M | Buy |
|
|||||
|
2022
Q4 | $6.2M | Sell |
|
|||||
|
2022
Q3 | $5.32M | Sell |
|
|||||
|
2022
Q2 | $6.56M | Buy |
|
|||||
|
2022
Q1 | $5.06M | Sell |
|
|||||
|
2021
Q4 | $5.49M | Sell |
|
|||||
|
2021
Q3 | $5.76M | Sell |
|
|||||
|
2021
Q2 | $5.83M | Sell |
|
|||||
|
2021
Q1 | $5.87M | Sell |
|
|||||
|
2020
Q4 | $5.67M | Sell |
|
|||||
|
2020
Q3 | $5.16M | Buy |
|
|||||
|
2020
Q2 | $4.9M | Buy |
|
|||||
|
2020
Q1 | $1.43M | Buy |
|
|||||
|
2019
Q4 | $1.82M | Buy |
|
|||||
|
2019
Q3 | $1.71M | Sell |
|
|||||
|
2019
Q2 | $1.76M | Hold |
|
|||||
|
2019
Q1 | $1.74M | Buy |
|
|||||
|
2018
Q4 | $1.39M | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $839K | Buy |
|
|||||
|
2014
Q1 | $2.47M | Buy |
|