EP Wealth Advisors’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 | $21M | Buy |
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|
2025
Q1 | $8.45M | Sell |
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|
2024
Q4 | $9.5M | Buy |
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|
2024
Q3 | $5.52M | Buy |
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|
2024
Q2 | $4.49M | Buy |
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|
2024
Q1 | $4.51M | Sell |
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|
2023
Q4 | $4.88M | Buy |
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|
2023
Q3 | $3.77M | Sell |
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|
2023
Q2 | $4.51M | Buy |
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|
2023
Q1 | $333K | Sell |
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|
2022
Q4 | $2.74M | Sell |
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|
2022
Q3 | $2.5M | Sell |
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|
2022
Q2 | $3.6M | Buy |
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|
2022
Q1 | $2.01M | Sell |
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|
2021
Q4 | $2.4M | Sell |
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|
2021
Q3 | $2.76M | Sell |
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|
2021
Q2 | $4.64M | Sell |
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|
2021
Q1 | $7.15M | Buy |
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|
2020
Q4 | $927K | Buy |
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|
2020
Q3 | $260K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $204K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $299K | Sell |
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|
2019
Q2 | $634K | Buy |
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|
2019
Q1 | $623K | Buy |
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