Barrett Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $674K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $8K | Hold |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $8K | Sell |
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|
2019
Q2 | $43K | Sell |
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|
2019
Q1 | $79K | Hold |
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|
2018
Q4 | $72K | Hold |
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|
2018
Q3 | $83K | Buy |
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|
2018
Q2 | $40K | Hold |
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|
2018
Q1 | $41K | Buy |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $5K | Hold |
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|
2017
Q2 | $5K | Hold |
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|
2017
Q1 | $4K | Hold |
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|
2016
Q4 | $4K | Buy |
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