9258 Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $985K | Sell |
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|
2024
Q2 | $922K | Buy |
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|
2024
Q1 | $926K | Sell |
|
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|
2023
Q4 | $882K | Buy |
|
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|
2023
Q3 | $732K | Buy |
|
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|
2023
Q2 | $757K | Buy |
|
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|
2023
Q1 | $636K | Buy |
|
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|
2022
Q4 | $502K | Sell |
|
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|
2022
Q3 | $455K | Sell |
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|
2022
Q2 | $544K | Buy |
|
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|
2022
Q1 | $613K | Buy |
|
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|
2021
Q4 | $652K | Buy |
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|
2021
Q3 | $583K | Buy |
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|
2021
Q2 | $542K | Buy |
|
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|
2021
Q1 | $474K | Buy |
|
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|
2020
Q4 | $440K | Hold |
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|
2020
Q3 | $370K | Sell |
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|
2020
Q2 | $366K | Sell |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $1.22M | Sell |
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|
2019
Q3 | $1.4M | Sell |
|
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|
2019
Q2 | $1.59M | Buy |
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|
2019
Q1 | $1.28M | Buy |
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|
2018
Q4 | $1.04M | Buy |
|