Avior Wealth Management’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
Q2 | $3.92M | Sell |
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|
2025
Q1 | $3.66M | Sell |
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|
2024
Q4 | $3.53M | Sell |
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|
2024
Q3 | $4M | Sell |
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|
2024
Q2 | $4.24M | Sell |
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|
2024
Q1 | $5.39M | Buy |
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|
2023
Q4 | $3.02M | Sell |
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|
2023
Q3 | $3.06M | Buy |
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|
2023
Q2 | $3.07M | Buy |
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|
2023
Q1 | $2.74M | Buy |
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|
2022
Q4 | $2.18M | Buy |
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|
2022
Q3 | $1.28M | Buy |
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.29M | Sell |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.26M | Sell |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q2 | $1.04M | Buy |
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|
2020
Q1 | $512K | Buy |
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|
2019
Q4 | $226K | Sell |
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|
2019
Q3 | $252K | Buy |
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|
2019
Q2 | $73K | Buy |
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|
2019
Q1 | $70K | Buy |
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|
2018
Q4 | $43K | Buy |
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|
2018
Q3 | $33K | Hold |
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|
2018
Q2 | $33K | Hold |
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|
2018
Q1 | $34K | Hold |
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|
2017
Q4 | $34K | Hold |
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|
2017
Q3 | $33K | Sell |
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|
2017
Q2 | $84K | Hold |
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|
2017
Q1 | $80K | Hold |
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|
2016
Q4 | $74K | Hold |
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|
2016
Q3 | $76K | Hold |
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|
2016
Q2 | $72K | Hold |
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|
2016
Q1 | $73K | Buy |
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