Cassaday & Co 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 | $290K | Buy |
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|
2025
Q2 | $230K | Sell |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $251K | Sell |
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|
2024
Q3 | $296K | Sell |
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|
2024
Q2 | $364K | Sell |
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|
2024
Q1 | $448K | Buy |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $233K | Buy |
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|
2023
Q2 | $243K | Hold |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $262K | Buy |
|