Endowment 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 | $4.22M | Sell |
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|
2025
Q1 | $4.17M | Sell |
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|
2024
Q4 | $3.93M | Buy |
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|
2024
Q3 | $4.28M | Buy |
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|
2024
Q2 | $3.91M | Sell |
|
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|
2024
Q1 | $4.1M | Buy |
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|
2023
Q4 | $2.98M | Buy |
|
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|
2023
Q3 | $2.64M | Buy |
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|
2023
Q2 | $2.75M | Sell |
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|
2023
Q1 | $2.73M | Sell |
|
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|
2022
Q4 | $2.98M | Sell |
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|
2022
Q3 | $2.58M | Buy |
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|
2022
Q2 | $2.87M | Buy |
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|
2022
Q1 | $3.2M | Buy |
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|
2021
Q4 | $3.26M | Buy |
|