CCG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $12.8M | Buy |
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|
2022
Q1 | $12.8M | Buy |
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|
2021
Q4 | $12M | Buy |
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|
2021
Q3 | $8.35M | Buy |
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|
2021
Q2 | $7.37M | Buy |
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|
2021
Q1 | $5.27M | Buy |
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|
2020
Q4 | $2.5M | Buy |
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|
2020
Q3 | $1.66M | Sell |
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|
2020
Q2 | $1.64M | Sell |
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|
2020
Q1 | $1.93M | Sell |
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|
2019
Q4 | $4.8M | Buy |
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|
2019
Q3 | $3.65M | Buy |
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|
2019
Q2 | $3.04M | Buy |
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|
2019
Q1 | $3M | Buy |
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|
2018
Q4 | $2.43M | Buy |
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