Glassman Wealth 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 | $704K | Buy |
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|
2025
Q1 | $594K | Buy |
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|
2024
Q4 | $217K | Buy |
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|
2024
Q3 | $240K | Hold |
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|
2024
Q2 | $223K | Hold |
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|
2024
Q1 | $228K | Buy |
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|
2023
Q4 | $160K | Hold |
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|
2023
Q3 | $147K | Hold |
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|
2023
Q2 | $154K | Hold |
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|
2023
Q1 | $152K | Hold |
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|
2022
Q4 | $140K | Buy |
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|
2022
Q3 | $39K | Hold |
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|
2022
Q2 | $43K | Hold |
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|
2022
Q1 | $51K | Hold |
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|
2021
Q4 | $55K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $4K | Hold |
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|
2020
Q4 | $4K | Sell |
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|
2020
Q3 | $10K | Buy |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $3K | Hold |
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|
2019
Q3 | $3K | Hold |
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|
2019
Q2 | $3K | Hold |
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|
2019
Q1 | $3K | Hold |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $3K | Hold |
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|
2018
Q1 | $3K | Sell |
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|
2017
Q4 | $31K | Buy |
|