Forvis Mazars 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 | $15.9M | Sell |
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|
2025
Q1 | $14.6M | Sell |
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|
2024
Q4 | $15.4M | Sell |
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|
2024
Q3 | $17.9M | Sell |
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|
2024
Q2 | $16.9M | Sell |
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|
2024
Q1 | $17.7M | Sell |
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|
2023
Q4 | $17.9M | Sell |
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|
2023
Q3 | $18.2M | Sell |
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|
2023
Q2 | $19.6M | Sell |
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|
2023
Q1 | $19.5M | Buy |
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|
2022
Q4 | $18M | Buy |
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|
2022
Q3 | $13.2M | Sell |
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|
2022
Q2 | $15.2M | Sell |
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|
2022
Q1 | $18.5M | Buy |
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|
2021
Q4 | $18.9M | Sell |
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|
2021
Q3 | $18.9M | Buy |
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|
2021
Q2 | $18.9M | Sell |
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|
2021
Q1 | $18.7M | Sell |
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|
2020
Q4 | $18.3M | Sell |
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|
2020
Q3 | $20.3M | Sell |
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|
2020
Q2 | $20.7M | Buy |
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|
2020
Q1 | $14M | Buy |
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|
2019
Q4 | $4.92M | Buy |
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|
2019
Q3 | $4.29M | Buy |
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|
2019
Q2 | $3.83M | Sell |
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|
2019
Q1 | $4.72M | Sell |
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|
2018
Q4 | $7.5M | Buy |
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|
2018
Q3 | $2.65M | Sell |
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|
2018
Q2 | $2.68M | Buy |
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|
2018
Q1 | $2.33M | Sell |
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|
2017
Q4 | $3.04M | Buy |
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|
2017
Q3 | $2.89M | Sell |
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|
2017
Q2 | $2.81M | Sell |
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|
2017
Q1 | $2.73M | Sell |
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|
2016
Q4 | $4.09M | Buy |
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|
2016
Q3 | $3.6M | Sell |
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|
2016
Q2 | $4.54M | Sell |
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|
2016
Q1 | $8.23M | Buy |
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|
2015
Q4 | $5.76M | Buy |
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|
2015
Q3 | $920K | Buy |
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|
2015
Q2 | $399K | Hold |
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|
2015
Q1 | $401K | Sell |
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|
2014
Q4 | $423K | Buy |
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