Beverly Hills Private Wealth’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
$906K Buy
2025
Q2
$772K Buy
2025
Q1
$700K Sell
2024
Q4
$703K Buy
2024
Q3
$741K Buy
2024
Q2
$645K Buy
2024
Q1
$602K Sell
2023
Q4
$656K Buy