Concord Wealth Partners’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 | $258K | Sell |
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|
2025
Q2 | $275K | Buy |
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|
2025
Q1 | $232K | Hold |
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|
2024
Q4 | $216K | Buy |
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|
2024
Q3 | $237K | Sell |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $263K | Buy |
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|
2023
Q4 | $191K | Sell |
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|
2023
Q3 | $236K | Sell |
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|
2023
Q2 | $274K | Buy |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $392K | Sell |
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|
2022
Q3 | $377K | Sell |
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|
2022
Q2 | $488K | Buy |
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|
2022
Q1 | $575K | Sell |
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|
2021
Q4 | $742K | Buy |
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|
2021
Q3 | $94K | Sell |
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|
2021
Q2 | $274K | Sell |
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|
2021
Q1 | $424K | Buy |
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|
2020
Q4 | $171K | Buy |
|