55I LLC’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
2022
Q3
$42.9M Buy
2022
Q2
$27.1M Sell
2022
Q1
$32.7M Buy
2021
Q4
$26M Buy
2021
Q3
$23.5M Buy
2021
Q2
$17.6M Buy
2021
Q1
$12.8M Sell
2020
Q4
$15.5M Sell
2020
Q3
$25.8M Buy
2020
Q2
$12.2M Buy
2020
Q1
$2.97M Sell
2019
Q4
$7.78M Buy
2019
Q3
$4.88M Sell
2019
Q2
$5.55M Sell
2019
Q1
$5.97M Buy
2018
Q4
$2.81M Buy