Alta Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $541K | Sell |
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|
2025
Q2 | $540K | Buy |
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|
2025
Q1 | $468K | Buy |
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|
2024
Q4 | $405K | Buy |
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|
2024
Q3 | $275K | Sell |
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|
2024
Q2 | $267K | Buy |
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|
2024
Q1 | $247K | Sell |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $301K | Hold |
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|
2023
Q2 | $316K | Hold |
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|
2023
Q1 | $313K | Buy |
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $266K | Sell |
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|
2022
Q2 | $372K | Buy |
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|
2022
Q1 | $367K | Hold |
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|
2021
Q4 | $394K | Buy |
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|
2021
Q3 | $242K | Buy |
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|
2021
Q2 | $235K | Buy |
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|
2021
Q1 | $224K | Sell |
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|
2020
Q4 | $218K | Buy |
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