Alera Investment Advisors’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 | $6.73M | Buy |
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|
2024
Q2 | $6.16M | Buy |
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|
2024
Q1 | $5.33M | Sell |
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|
2023
Q4 | $9.09M | Buy |
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|
2023
Q3 | $8.28M | Sell |
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|
2023
Q2 | $8.73M | Sell |
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|
2023
Q1 | $8.67M | Sell |
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|
2022
Q4 | $8.01M | Sell |
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|
2022
Q3 | $7.05M | Sell |
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|
2022
Q2 | $8.04M | Sell |
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|
2022
Q1 | $9.63M | Buy |
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|
2021
Q4 | $10.3M | Buy |
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|
2021
Q3 | $10.3M | Sell |
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|
2021
Q2 | $10.4M | Sell |
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|
2021
Q1 | $11.6M | Buy |
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|
2020
Q4 | $11M | Sell |
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|
2020
Q3 | $9.76M | Sell |
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|
2020
Q2 | $11.4M | Buy |
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|
2020
Q1 | $9.02M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $28K | Sell |
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|
2018
Q4 | $48K | Buy |
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