EPG 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
Q3 | $536K | Sell |
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|
2025
Q2 | $521K | Buy |
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|
2025
Q1 | $472K | Hold |
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|
2024
Q4 | $438K | Sell |
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|
2024
Q3 | $594K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $908K | Buy |
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|
2023
Q4 | $829K | Sell |
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|
2023
Q3 | $781K | Sell |
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|
2023
Q2 | $830K | Buy |
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|
2023
Q1 | $815K | Buy |
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|
2022
Q4 | $706K | Buy |
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|
2022
Q3 | $424K | Sell |
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|
2022
Q2 | $492K | Sell |
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|
2022
Q1 | $618K | Buy |
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|
2021
Q4 | $585K | Buy |
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|
2021
Q3 | $554K | Buy |
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|
2021
Q2 | $554K | Buy |
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|
2021
Q1 | $519K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $45K | Sell |
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|
2019
Q4 | $63K | Buy |
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