Advisor OS’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
$525K Buy
2025
Q1
$475K Sell
2024
Q4
$463K Buy
2024
Q3
$474K Buy
2024
Q2
$412K Buy
2024
Q1
$420K Buy
2023
Q4
$354K Sell
2023
Q3
$334K Buy
2023
Q2
$321K Buy
2023
Q1
$292K Hold
2022
Q4
$269K Buy
2022
Q3
$229K Hold
2022
Q2
$256K Buy
2022
Q1
$295K Buy