CM Wealth 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
Q3 | $991K | Sell |
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|
2025
Q2 | $966K | Buy |
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|
2025
Q1 | $843K | Sell |
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|
2024
Q4 | $791K | Sell |
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|
2024
Q3 | $884K | Sell |
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|
2024
Q2 | $864K | Sell |
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|
2024
Q1 | $1.83M | Buy |
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|
2023
Q4 | $897K | Sell |
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|
2023
Q3 | $874K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $890K | Hold |
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|
2022
Q4 | $809K | Sell |
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|
2022
Q3 | $826M | Hold |
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|
2022
Q2 | $923K | Buy |
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