Whitney & Co’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 | $308K | Hold |
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|
2025
Q2 | $295K | Hold |
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|
2025
Q1 | $270K | Hold |
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|
2024
Q4 | $250K | Hold |
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|
2024
Q3 | $276K | Hold |
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|
2024
Q2 | $258K | Hold |
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|
2024
Q1 | $264K | Sell |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $263K | Buy |
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|
2023
Q2 | $266K | Hold |
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|
2023
Q1 | $262K | Hold |
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|
2022
Q4 | $241K | Hold |
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|
2022
Q3 | $206K | Hold |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $270K | Buy |
|