Annex Advisory Services’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 | – | Sell |
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|
2025
Q2 | $201K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $219K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $311K | Sell |
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|
2022
Q2 | $436K | Sell |
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|
2022
Q1 | $585K | Buy |
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|
2021
Q4 | $611K | Buy |
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|
2021
Q3 | $604K | Buy |
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|
2021
Q2 | $591K | Hold |
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|
2021
Q1 | $569K | Buy |
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|
2020
Q4 | $434K | Buy |
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|
2020
Q3 | $354K | Sell |
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|
2020
Q2 | $371K | Buy |
|