Fusion Family Wealth’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 | $46.6M | Buy |
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|
2025
Q1 | $40.2M | Buy |
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|
2024
Q4 | $33.8M | Sell |
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|
2024
Q3 | $37.9M | Buy |
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|
2024
Q2 | $34.6M | Sell |
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|
2024
Q1 | $35.8M | Buy |
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|
2023
Q4 | $33.9M | Buy |
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|
2023
Q3 | $27.5M | Buy |
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|
2023
Q2 | $28.7M | Sell |
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|
2023
Q1 | $28.8M | Sell |
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|
2022
Q4 | $26.9M | Buy |
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|
2022
Q3 | $11.4M | Buy |
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|
2022
Q2 | $8.07M | Buy |
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|
2022
Q1 | $8.77M | Sell |
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|
2021
Q4 | $10.8M | Sell |
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|
2021
Q3 | $11.4M | Sell |
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|
2021
Q2 | $13.9M | Sell |
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|
2021
Q1 | $14.6M | Sell |
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|
2020
Q4 | $14M | Sell |
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|
2020
Q3 | $12.5M | Sell |
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|
2020
Q2 | $12.2M | Buy |
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|
2020
Q1 | $3.7M | Buy |
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|
2019
Q4 | $2.21M | Buy |
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|
2019
Q3 | $1.72M | Sell |
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|
2019
Q2 | $2.23M | Buy |
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|
2019
Q1 | $1.7M | Sell |
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|
2018
Q4 | $2.23M | Buy |
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|
2018
Q3 | $101K | Buy |
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|
2018
Q2 | $580K | Buy |
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|
2018
Q1 | $16K | Buy |
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|
2017
Q4 | $6K | Buy |
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|
2017
Q3 | $3K | Buy |
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|
2017
Q2 | $1K | Buy |
|