Adero 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
Q1
$722K Sell
2024
Q4
$670K Sell
2024
Q3
$757K Sell
2024
Q2
$784K Sell
2024
Q1
$824K Sell
2023
Q4
$811K Sell
2023
Q3
$751K Sell
2023
Q2
$804K Buy
2023
Q1
$794K Buy
2022
Q4
$466K Buy
2022
Q3
$350K Sell
2022
Q2
$525K Buy
2022
Q1
$573K Sell
2021
Q4
$624K Buy
2021
Q3
$605K Hold
2021
Q2
$610K Buy
2021
Q1
$460K Buy
2020
Q4
$413K Hold
2020
Q3
$360K Sell
2020
Q2
$435K Buy