Ascent Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $321K | Sell |
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|
2021
Q4 | $8.23M | Sell |
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|
2021
Q3 | $9.56M | Buy |
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|
2021
Q2 | $667K | Buy |
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|
2021
Q1 | $375K | Buy |
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|
2020
Q4 | $270K | Sell |
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|
2020
Q3 | $244K | Sell |
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|
2020
Q2 | $238K | Sell |
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|
2020
Q1 | $208K | Buy |
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|
2019
Q4 | $251K | Sell |
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|
2019
Q3 | $279K | Sell |
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|
2019
Q2 | $495K | Buy |
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|
2019
Q1 | $473K | Sell |
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|
2018
Q4 | $956K | Buy |
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|
2018
Q3 | $583K | Buy |
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|
2018
Q2 | $527K | Sell |
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|
2018
Q1 | $974K | Buy |
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|
2017
Q4 | $855K | Buy |
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|
2017
Q3 | $472K | Buy |
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