Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $361K | Sell |
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|
2022
Q2 | $407K | Buy |
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|
2022
Q1 | $441K | Buy |
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|
2021
Q4 | $433K | Buy |
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|
2021
Q3 | $363K | Buy |
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|
2021
Q2 | $357K | Hold |
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|
2021
Q1 | $343K | Hold |
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|
2020
Q4 | $329K | Hold |
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|
2020
Q3 | $287K | Sell |
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|
2020
Q2 | $277K | Sell |
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|
2020
Q1 | $271K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $435K | Buy |
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