Burney Company’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
$318K Buy
2025
Q2
$262K Sell
2025
Q1
$308K Buy
2024
Q4
$243K Buy
2024
Q3
$268K Sell
2024
Q2
$299K Sell
2024
Q1
$313K Buy
2023
Q4
$258K Buy
2023
Q3
$216K Hold
2023
Q2
$227K Hold
2023
Q1
$224K Buy
2022
Q2
Sell
2022
Q1
$214K Sell
2021
Q4
$268K Buy
2020
Q4
Sell
2020
Q3
$215K Buy