3Chopt Investment Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.5M Sell
2025
Q1
$2.28M Sell
2024
Q4
$2.48M Buy
2024
Q3
$2.69M Hold
2024
Q2
$2.5M Sell
2024
Q1
$2.56M Sell
2023
Q4
$2.44M Sell
2023
Q3
$2.28M Buy
2023
Q2
$302K Hold
2023
Q1
$299K Buy
2022
Q4
$265K Buy