Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $141K | Sell |
|
|||||
|
2024
Q3 | $199K | Sell |
|
|||||
|
2024
Q2 | $216K | Hold |
|
|||||
|
2024
Q1 | $221K | Buy |
|
|||||
|
2023
Q4 | $180K | Hold |
|
|||||
|
2023
Q3 | $165K | Buy |
|
|||||
|
2023
Q2 | $153K | Sell |
|
|||||
|
2023
Q1 | $154K | Hold |
|
|||||
|
2022
Q4 | $142K | Sell |
|
|||||
|
2022
Q3 | $204K | Sell |
|
|||||
|
2022
Q2 | $232K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $274K | Buy |
|