Cabot Wealth 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
Q3 | $1.49M | Buy |
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|
2025
Q2 | $1.42M | Sell |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.35M | Buy |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.54M | Sell |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $2.18M | Sell |
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|
2021
Q4 | $2.74M | Sell |
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|
2021
Q3 | $2.9M | Hold |
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|
2021
Q2 | $2.93M | Sell |
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|
2021
Q1 | $3.27M | Sell |
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|
2020
Q4 | $3.15M | Sell |
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|
2020
Q3 | $2.76M | Sell |
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|
2020
Q2 | $2.66M | Sell |
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|
2020
Q1 | $3.68M | Buy |
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|
2019
Q4 | $4.32M | Sell |
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|
2019
Q3 | $4.07M | Sell |
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|
2019
Q2 | $4.29M | Buy |
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|
2019
Q1 | $4.18M | Sell |
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|
2018
Q4 | $4.14M | Buy |
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|
2018
Q3 | $225K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $209K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $270K | Sell |
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|
2014
Q3 | $479K | Sell |
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|
2014
Q2 | $571K | Sell |
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|
2014
Q1 | $577K | Buy |
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|
2013
Q4 | $272K | Buy |
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