Canandaigua National Bank & Trust’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
$1.41M Sell
2025
Q2
$1.36M Sell
2025
Q1
$1.24M Hold
2024
Q4
$1.15M Hold
2024
Q3
$1.28M Buy
2018
Q2
Sell
2018
Q1
$470K Buy
2017
Q4
$462K Buy
2017
Q3
$342K Hold
2017
Q2
$324K Buy