Emerson Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $126K | Hold |
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|
2022
Q1 | $149K | Sell |
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|
2021
Q4 | $175K | Sell |
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|
2021
Q3 | $196K | Buy |
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|
2021
Q2 | $194K | Sell |
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|
2021
Q1 | $274K | Sell |
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|
2020
Q4 | $276K | Buy |
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|
2020
Q3 | $239K | Sell |
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|
2020
Q2 | $228K | Sell |
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|
2020
Q1 | $208K | Sell |
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|
2019
Q4 | $6.57M | Sell |
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|
2019
Q3 | $6.15M | Buy |
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|
2019
Q2 | $6.18M | Buy |
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|
2019
Q1 | $6.09M | Sell |
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|
2018
Q4 | $6.26M | Buy |
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