Berman Capital 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
2021
Q3
$75.3M Buy
2021
Q2
$66.3M Buy
2021
Q1
$57.6M Buy
2020
Q4
$49.2M Buy
2020
Q3
$40.1M Sell
2020
Q2
$41.5M Buy
2020
Q1
$35.6M Buy
2019
Q4
$39.8M Buy
2019
Q3
$35.4M Buy
2019
Q2
$35.2M Buy
2019
Q1
$29.1M Buy
2018
Q4
$20.3M Buy
2018
Q3
$518K Hold
2018
Q2
$512K Buy
2018
Q1
Sell
2017
Q4
$331K Buy