CIBC Private Wealth Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Sell |
61,125
-4,564
| -7% | -$381K | 0.01% | 423 |
|
|
2025
Q1 | $4.46M | Buy |
65,689
+10,687
| +19% | +$725K | 0.01% | 417 |
|
|
2024
Q4 | $3.9M | Buy |
55,002
+6,894
| +14% | +$488K | 0.01% | 464 |
|
|
2024
Q3 | $3.75M | Buy |
48,108
+13,937
| +41% | +$1.09M | 0.01% | 475 |
|
|
2024
Q2 | $2.53M | Sell |
34,171
-1,480
| -4% | -$109K | ﹤0.01% | 506 |
|
|
2024
Q1 | $2.63M | Sell |
35,651
-3,779
| -10% | -$279K | 0.01% | 495 |
|
|
2023
Q4 | $2.77M | Buy |
39,430
+6,146
| +18% | +$432K | 0.01% | 467 |
|
|
2023
Q3 | $2.14M | Buy |
33,284
+2,599
| +8% | +$167K | 0.01% | 486 |
|
|
2023
Q2 | $2.07M | Sell |
30,685
-2,674
| -8% | -$180K | ﹤0.01% | 496 |
|
|
2023
Q1 | $2.02M | Buy |
33,359
+3,583
| +12% | +$217K | ﹤0.01% | 522 |
|
|
2022
Q4 | $860K | Buy |
29,776
+3,890
| +15% | +$112K | ﹤0.01% | 549 |
|
|
2022
Q3 | $1.36M | Sell |
25,886
-2,152
| -8% | -$113K | ﹤0.01% | 543 |
|
|
2022
Q2 | $1.65M | Sell |
28,038
-2,120
| -7% | -$125K | ﹤0.01% | 523 |
|
|
2022
Q1 | $2.1M | Buy |
30,158
+3,787
| +14% | +$263K | ﹤0.01% | 513 |
|
|
2021
Q4 | $1.97M | Buy |
26,371
+4,562
| +21% | +$341K | ﹤0.01% | 527 |
|
|
2021
Q3 | $1.62M | Buy |
21,809
+8,923
| +69% | +$662K | ﹤0.01% | 538 |
|
|
2021
Q2 | $965K | Sell |
12,886
-11,215
| -47% | -$840K | ﹤0.01% | 672 |
|
|
2021
Q1 | $1.74M | Buy |
24,101
+15,453
| +179% | +$1.11M | ﹤0.01% | 559 |
|
|
2020
Q4 | $597K | Buy |
8,648
+1,475
| +21% | +$102K | ﹤0.01% | 742 |
|
|
2020
Q3 | $432K | Buy |
+7,173
| New | +$432K | ﹤0.01% | 713 |
|
|
2020
Q2 | – | Sell |
-39,701
| Closed | -$1.98M | – | 689 |
|
|
2020
Q1 | $1.98M | Sell |
39,701
-2,068
| -5% | -$103K | 0.01% | 413 |
|
|
2019
Q4 | $2.73M | Sell |
41,769
-2,470
| -6% | -$161K | 0.01% | 425 |
|
|
2019
Q3 | $2.7M | Buy |
44,239
+2,210
| +5% | +$135K | 0.01% | 422 |
|
|
2019
Q2 | $2.58M | Buy |
42,029
+3,549
| +9% | +$218K | 0.01% | 439 |
|
|
2019
Q1 | $2.34M | Sell |
38,480
-2,642
| -6% | -$161K | 0.01% | 439 |
|
|
2018
Q4 | $2.26M | Sell |
41,122
-26,622
| -39% | -$1.46M | 0.01% | 426 |
|
|
2018
Q3 | $4.34M | Buy |
67,744
+31,150
| +85% | +$2M | 0.02% | 383 |
|
|
2018
Q2 | $2.32M | Buy |
36,594
+446
| +1% | +$28.3K | 0.01% | 462 |
|
|
2018
Q1 | $2.38M | Sell |
36,148
-5,757
| -14% | -$379K | 0.01% | 453 |
|
|
2017
Q4 | $2.77M | Buy |
41,905
+9,637
| +30% | +$637K | 0.01% | 442 |
|
|
2017
Q3 | $2.07M | Buy |
32,268
+18,712
| +138% | +$1.2M | 0.01% | 483 |
|
|
2017
Q2 | $825K | Buy |
+13,556
| New | +$825K | 0.01% | 491 |
|
|
2016
Q3 | – | Sell |
-21,935
| Closed | -$1.14M | – | 591 |
|
|
2016
Q2 | $1.14M | Sell |
21,935
-74,500
| -77% | -$3.87M | 0.01% | 439 |
|
|
2016
Q1 | $5.13M | Buy |
96,435
+74,500
| +340% | +$3.96M | 0.04% | 267 |
|
|
2015
Q4 | $1.19M | Buy |
21,935
+2,622
| +14% | +$143K | 0.01% | 423 |
|
|
2015
Q3 | $1.02M | Sell |
19,313
-225
| -1% | -$11.9K | 0.01% | 443 |
|
|
2015
Q2 | $1.14M | Sell |
19,538
-2,783
| -12% | -$162K | 0.01% | 448 |
|
|
2015
Q1 | $1.31M | Hold |
22,321
| – | – | 0.01% | 433 |
|
|
2014
Q4 | $1.24M | Hold |
22,321
| – | – | 0.01% | 443 |
|
|
2014
Q3 | $1.3M | Buy |
22,321
+3,231
| +17% | +$188K | 0.01% | 417 |
|
|
2014
Q2 | $1.19M | Buy |
+19,090
| New | +$1.19M | 0.01% | 415 |
|