Beacon Financial Advisory’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 | $939K | Buy |
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|
2025
Q2 | $824K | Sell |
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|
2025
Q1 | $749K | Sell |
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|
2024
Q4 | $805K | Buy |
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|
2024
Q3 | $892K | Buy |
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|
2024
Q2 | $809K | Buy |
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|
2024
Q1 | $627K | Sell |
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|
2023
Q4 | $612K | Sell |
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|
2023
Q3 | $668K | Hold |
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|
2023
Q2 | $701K | Buy |
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|
2023
Q1 | $688K | Buy |
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|
2022
Q4 | $574K | Buy |
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|
2022
Q3 | $490K | Sell |
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|
2022
Q2 | $753K | Buy |
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|
2022
Q1 | $862K | Buy |
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|
2021
Q4 | $849K | Sell |
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|
2021
Q3 | $989K | Buy |
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|
2021
Q2 | $829K | Sell |
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|
2021
Q1 | $806K | Buy |
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|
2020
Q4 | $762K | Buy |
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|
2020
Q3 | $664K | Sell |
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|
2020
Q2 | $664K | Sell |
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|
2020
Q1 | $600K | Sell |
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|
2019
Q4 | $1.19M | Buy |
|