Great Point 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
Q3 | $1.34M | Buy |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.46M | Sell |
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|
2024
Q2 | $1.36M | Sell |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.46M | Sell |
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.44M | Sell |
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|
2022
Q4 | $1.34M | Sell |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.37M | Sell |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $1.83M | Sell |
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|
2021
Q3 | $1.82M | Sell |
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|
2021
Q2 | $1.85M | Sell |
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|
2021
Q1 | $1.78M | Sell |
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|
2020
Q4 | $1.87M | Sell |
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|
2020
Q3 | $1.57M | Hold |
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|
2020
Q2 | $1.57M | Sell |
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|
2020
Q1 | $1.38M | Sell |
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|
2019
Q4 | $3.68M | Buy |
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|
2019
Q3 | $3.29M | Buy |
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|
2019
Q2 | $3.02M | Buy |
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|
2019
Q1 | $2.9M | Buy |
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|
2018
Q4 | $1.78M | Buy |
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