Bogart Wealth LLC’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 | $263K | Buy |
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|
2025
Q2 | $236K | Sell |
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|
2025
Q1 | $235K | Buy |
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|
2024
Q4 | $194K | Buy |
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|
2024
Q3 | $189K | Buy |
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|
2024
Q2 | $149K | Sell |
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|
2024
Q1 | $165K | Sell |
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|
2023
Q4 | $5.61M | Buy |
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|
2023
Q3 | $5.12M | Hold |
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|
2023
Q2 | $5.37M | Buy |
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|
2023
Q1 | $5.31M | Buy |
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|
2022
Q4 | $4.84M | Sell |
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|
2022
Q3 | $4.14M | Hold |
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|
2022
Q2 | $4.63M | Hold |
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|
2022
Q1 | $5.46M | Sell |
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|
2021
Q4 | $5.88M | Buy |
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|
2021
Q3 | $5.82M | Sell |
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|
2021
Q2 | $5.87M | Buy |
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|
2021
Q1 | $5.64M | Hold |
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|
2020
Q4 | $5.41M | Hold |
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|
2020
Q3 | $4.72M | Sell |
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|
2020
Q2 | $4.59M | Sell |
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|
2020
Q1 | $5.26M | Buy |
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|
2019
Q4 | $5.24M | Buy |
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|
2019
Q3 | $175K | Hold |
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|
2019
Q2 | $175K | Sell |
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|
2019
Q1 | $260K | Buy |
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|
2018
Q4 | $223K | Sell |
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|
2018
Q3 | $275K | Buy |
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|
2018
Q2 | $108K | Buy |
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|
2018
Q1 | $84K | Sell |
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|
2017
Q4 | $102K | Hold |
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|
2017
Q3 | $99K | Buy |
|