AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $925K | Sell |
|
|||||
|
2023
Q1 | $2.55M | Buy |
|
|||||
|
2022
Q4 | $1.43M | Sell |
|
|||||
|
2022
Q3 | $3.37M | Hold |
|
|||||
|
2022
Q2 | $3.77M | Buy |
|
|||||
|
2022
Q1 | $625K | Sell |
|
|||||
|
2021
Q4 | $2.16M | Buy |
|
|||||
|
2021
Q3 | $545K | Hold |
|
|||||
|
2021
Q2 | $550K | Buy |
|
|||||
|
2021
Q1 | $471K | Sell |
|
|||||
|
2020
Q4 | $500K | Hold |
|
|||||
|
2020
Q3 | $436K | Sell |
|
|||||
|
2020
Q2 | $466K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $28.2M | Sell |
|
|||||
|
2019
Q3 | $27.2M | Buy |
|
|||||
|
2019
Q2 | $26.2M | Buy |
|
|||||
|
2019
Q1 | $24.5M | Buy |
|
|||||
|
2018
Q4 | $21.4M | Buy |
|