WMS Partners’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $639K | Buy |
|
|||||
|
2024
Q3 | $486K | Buy |
|
|||||
|
2024
Q2 | $285K | Buy |
|
|||||
|
2024
Q1 | $269K | Hold |
|
|||||
|
2023
Q4 | $254K | Sell |
|
|||||
|
2023
Q3 | $385K | Sell |
|
|||||
|
2023
Q2 | $445K | Sell |
|
|||||
|
2023
Q1 | $455K | Sell |
|
|||||
|
2022
Q4 | $420K | Hold |
|
|||||
|
2022
Q3 | $359K | Hold |
|
|||||
|
2022
Q2 | $400K | Hold |
|
|||||
|
2022
Q1 | $471K | Hold |
|
|||||
|
2021
Q4 | $504K | Buy |
|
|||||
|
2021
Q3 | $338K | Buy |
|
|||||
|
2021
Q2 | $241K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $257K | Sell |
|
|||||
|
2019
Q2 | $321K | Buy |
|
|||||
|
2019
Q1 | $220K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $230K | Buy |
|
|||||
|
2018
Q2 | $217K | Sell |
|
|||||
|
2018
Q1 | $263K | Buy |
|
|||||
|
2017
Q4 | $227K | Hold |
|
|||||
|
2017
Q3 | $221K | Hold |
|
|||||
|
2017
Q2 | $211K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $385K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $268K | Sell |
|
|||||
|
2013
Q3 | $351K | Hold |
|
|||||
|
2013
Q2 | $315K | Buy |
|