Beese Fulmer Investment 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 | $3.29M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $86K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $259K | Hold |
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|
2019
Q3 | $243K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $277K | Hold |
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|
2017
Q4 | $278K | Hold |
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|
2017
Q3 | $270K | Hold |
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|
2017
Q2 | $256K | Hold |
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|
2017
Q1 | $243K | Hold |
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|
2016
Q4 | $225K | Hold |
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|
2016
Q3 | $232K | Buy |
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