Essex Financial Services’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 | $3.06M | Buy |
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|
2025
Q1 | $2.49M | Sell |
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|
2024
Q4 | $2.88M | Buy |
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|
2024
Q3 | $2.07M | Buy |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $666K | Sell |
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|
2023
Q4 | $664K | Sell |
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|
2023
Q3 | $629K | Buy |
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|
2023
Q2 | $508K | Buy |
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|
2023
Q1 | $503K | Buy |
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|
2022
Q4 | $448K | Sell |
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|
2022
Q3 | $430K | Buy |
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|
2022
Q2 | $436K | Sell |
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|
2022
Q1 | $584K | Sell |
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|
2021
Q4 | $823K | Sell |
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|
2021
Q3 | $844K | Buy |
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|
2021
Q2 | $606K | Hold |
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|
2021
Q1 | $606K | Buy |
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|
2020
Q4 | $571K | Sell |
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|
2020
Q3 | $554K | Buy |
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|
2020
Q2 | $439K | Sell |
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|
2020
Q1 | $584K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2.27M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.35M | Buy |
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|
2017
Q1 | $649K | Buy |
|