Gitterman Wealth Management’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
Q3
$258K Sell
2025
Q2
$279K Hold
2025
Q1
$253K Buy
2024
Q3
Sell
2024
Q2
$227K Hold
2024
Q1
$232K Hold
2023
Q4
$220K Hold
2023
Q3
$202K Sell
2023
Q2
$323K Sell
2023
Q1
$331K Sell
2022
Q4
$448K Sell
2022
Q3
$576K Sell
2022
Q2
$1.71M Sell
2022
Q1
$2.53M Sell
2021
Q4
$3.24M Sell
2021
Q3
$4.19M Sell
2021
Q2
$4.91M Sell
2021
Q1
$13.2M Buy