Equitable Trust’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Sell |
7,746
-258
| -3% | -$21.5K | 0.03% | 285 |
|
|
2025
Q1 | $606K | Buy |
+8,004
| New | +$606K | 0.03% | 279 |
|
|
2019
Q4 | – | Sell |
-4,455
| Closed | -$272K | – | 288 |
|
|
2019
Q3 | $272K | Hold |
4,455
| – | – | 0.03% | 249 |
|
|
2019
Q2 | $274K | Hold |
4,455
| – | – | 0.03% | 248 |
|
|
2019
Q1 | $271K | Buy |
+4,455
| New | +$271K | 0.03% | 247 |
|