Concert 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
2017
Q2
Sell
2017
Q1
$1.08M Sell
2016
Q4
$1.12M Buy
2016
Q3
$750K Buy
2016
Q2
$319K Buy
2016
Q1
$237K Buy
2015
Q4
$244K Buy
2015
Q3
$216K Sell
2015
Q2
$289K Sell
2015
Q1
$219K Buy
2014
Q4
$309K Buy