YHB Investment 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
Q3 | $520K | Sell |
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|
2025
Q2 | $512K | Buy |
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|
2025
Q1 | $450K | Buy |
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|
2024
Q4 | $414K | Sell |
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|
2024
Q3 | $464K | Hold |
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|
2024
Q2 | $435K | Sell |
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|
2024
Q1 | $450K | Sell |
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|
2023
Q4 | $434K | Sell |
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|
2023
Q3 | $403K | Hold |
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|
2023
Q2 | $423K | Buy |
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|
2023
Q1 | $376K | Sell |
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|
2022
Q4 | $360K | Sell |
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|
2022
Q3 | $335K | Sell |
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|
2022
Q2 | $387K | Sell |
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|
2022
Q1 | $543K | Sell |
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|
2021
Q4 | $1.92M | Buy |
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|
2021
Q3 | $1.57M | Buy |
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|
2021
Q2 | $1.54M | Buy |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $1.38M | Buy |
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|
2020
Q3 | $1.16M | Buy |
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