Empirical 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
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|
2025
Q1 | $1.99M | Buy |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.44M | Sell |
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|
2024
Q2 | $2.03M | Buy |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $790K | Buy |
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|
2023
Q3 | $569K | Buy |
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|
2023
Q2 | $512K | Sell |
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|
2023
Q1 | $521K | Sell |
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|
2022
Q4 | $483K | Sell |
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|
2022
Q3 | $675K | Sell |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $908K | Sell |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $921K | Buy |
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|
2020
Q4 | $635K | Buy |
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|
2020
Q3 | $372K | Buy |
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|
2020
Q2 | $352K | Sell |
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|
2020
Q1 | $418K | Sell |
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|
2019
Q4 | $694K | Buy |
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|
2019
Q3 | $504K | Sell |
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|
2019
Q2 | $586K | Sell |
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|
2019
Q1 | $617K | Hold |
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|
2018
Q4 | $558K | Sell |
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|
2018
Q3 | $664K | Sell |
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|
2018
Q2 | $669K | Sell |
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|
2018
Q1 | $889K | Buy |
|
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|
2017
Q4 | $713K | Buy |
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|
2017
Q3 | $674K | Sell |
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|
2017
Q2 | $646K | Sell |
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|
2017
Q1 | $726K | Sell |
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|
2016
Q4 | $691K | Buy |
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|
2016
Q3 | $710K | Sell |
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|
2016
Q2 | $702K | Sell |
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|
2016
Q1 | $2.02M | Buy |
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|
2015
Q4 | $1.72M | Sell |
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|
2015
Q3 | $1.75M | Buy |
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|
2015
Q2 | $1.53M | Hold |
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|
2015
Q1 | $1.53M | Sell |
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|
2014
Q4 | $1.47M | Buy |
|