Appleton Partners’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 | $486K | Sell |
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|
2025
Q2 | $512K | Buy |
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|
2025
Q1 | $410K | Buy |
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|
2024
Q4 | $367K | Buy |
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|
2024
Q3 | $376K | Sell |
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|
2024
Q2 | $401K | Sell |
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|
2024
Q1 | $421K | Sell |
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|
2023
Q4 | $497K | Buy |
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|
2023
Q3 | $421K | Sell |
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|
2023
Q2 | $447K | Buy |
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|
2023
Q1 | $394K | Sell |
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|
2022
Q4 | $373K | Sell |
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|
2022
Q3 | $346K | Buy |
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|
2022
Q2 | $364K | Sell |
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|
2022
Q1 | $454K | Sell |
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|
2021
Q4 | $491K | Buy |
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|
2021
Q3 | $401K | Buy |
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|
2021
Q2 | $309K | Hold |
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|
2021
Q1 | $297K | Sell |
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|
2020
Q4 | $291K | Hold |
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|
2020
Q3 | $254K | Hold |
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|
2020
Q2 | $241K | Sell |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $308K | Sell |
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|
2019
Q3 | $291K | Sell |
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|
2019
Q2 | $356K | Hold |
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|
2019
Q1 | $353K | Buy |
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|
2018
Q4 | $301K | Sell |
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|
2018
Q3 | $389K | Sell |
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|
2018
Q2 | $487K | Hold |
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|
2018
Q1 | $506K | Buy |
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|
2017
Q4 | $463K | Sell |
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|
2017
Q3 | $460K | Buy |
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|
2017
Q2 | $416K | Buy |
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|
2017
Q1 | $313K | Buy |
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