Baron Financial Group’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 | $290K | Sell |
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|
2025
Q2 | $286K | Buy |
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|
2025
Q1 | $250K | Buy |
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|
2024
Q4 | $227K | Buy |
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|
2024
Q3 | $245K | Buy |
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|
2024
Q2 | $227K | Buy |
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|
2024
Q1 | $231K | Hold |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $204K | Sell |
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|
2023
Q2 | $226K | Sell |
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|
2023
Q1 | $257K | Sell |
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|
2022
Q4 | $255K | Sell |
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|
2022
Q3 | $224K | Sell |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $331K | Buy |
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|
2021
Q3 | $324K | Sell |
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|
2021
Q2 | $330K | Sell |
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|
2021
Q1 | $335K | Buy |
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|
2020
Q4 | $321K | Sell |
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|
2020
Q3 | $354K | Buy |
|