Choate Investment Advisors’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
Q2 | $2.25M | Buy |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $1.77M | Sell |
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|
2024
Q3 | $2.04M | Sell |
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|
2024
Q2 | $4.05M | Buy |
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|
2024
Q1 | $3.59M | Buy |
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|
2023
Q4 | $2.9M | Buy |
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|
2023
Q3 | $2.4M | Buy |
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|
2023
Q2 | $842K | Buy |
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|
2023
Q1 | $606K | Buy |
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|
2022
Q4 | $432K | Hold |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $433K | Sell |
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|
2022
Q1 | $586K | Buy |
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|
2021
Q4 | $606K | Buy |
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|
2021
Q3 | $578K | Buy |
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|
2021
Q2 | $525K | Hold |
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|
2021
Q1 | $505K | Hold |
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|
2020
Q4 | $485K | Sell |
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|
2020
Q3 | $482K | Sell |
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|
2020
Q2 | $498K | Buy |
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|
2020
Q1 | $387K | Sell |
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|
2019
Q4 | $3.65M | Sell |
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|
2019
Q3 | $7.46M | Sell |
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|
2019
Q2 | $7.54M | Sell |
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|
2019
Q1 | $7.54M | Sell |
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|
2018
Q4 | $44.7M | Buy |
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|
2018
Q3 | $4.81M | Buy |
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|
2018
Q2 | $4.65M | Hold |
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|
2018
Q1 | $4.83M | Hold |
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|
2017
Q4 | $4.85M | Sell |
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|
2017
Q3 | $5.71M | Hold |
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|
2017
Q2 | $5.41M | Buy |
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|
2017
Q1 | $4.88M | Hold |
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|
2016
Q4 | $4.52M | Hold |
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|
2016
Q3 | $4.64M | Buy |
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