Concentric 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
Q3 | $13.2M | Buy |
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|
2024
Q2 | $12M | Buy |
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|
2024
Q1 | $11.8M | Buy |
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|
2023
Q4 | $10.9M | Buy |
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|
2023
Q3 | $9.53M | Buy |
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|
2023
Q2 | $9.88M | Buy |
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|
2023
Q1 | $9.68M | Buy |
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|
2022
Q4 | $8.76M | Sell |
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|
2022
Q3 | $7.49M | Buy |
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|
2022
Q2 | $8.22M | Buy |
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|
2022
Q1 | $9.2M | Buy |
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|
2021
Q4 | $9.41M | Buy |
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|
2021
Q3 | $8.81M | Buy |
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|
2021
Q2 | $8.51M | Buy |
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|
2021
Q1 | $7.89M | Buy |
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|
2020
Q4 | $7.03M | Buy |
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|
2020
Q3 | $5.93M | Buy |
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