Beacon Harbor Wealth Advisors’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 | $19.8M | Sell |
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|
2025
Q1 | $19.9M | Buy |
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|
2024
Q4 | $7.47M | Buy |
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|
2024
Q3 | $7.77M | Buy |
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|
2024
Q2 | $6.88M | Buy |
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|
2024
Q1 | $6.82M | Buy |
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|
2023
Q4 | $6.28M | Buy |
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|
2023
Q3 | $5.54M | Buy |
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|
2023
Q2 | $5.79M | Sell |
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|
2023
Q1 | $9.32M | Buy |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $5.66M | Sell |
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|
2021
Q3 | $5.69M | Buy |
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|
2021
Q2 | $5.45M | Buy |
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|
2021
Q1 | $5.13M | Buy |
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|
2020
Q4 | $4.85M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3.19M | Sell |
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|
2019
Q4 | $4.17M | Buy |
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|
2019
Q3 | $3.84M | Buy |
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