Halbert Hargrove Global 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 | $159M | Buy |
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|
2025
Q2 | $151M | Sell |
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|
2025
Q1 | $138M | Sell |
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|
2024
Q4 | $129M | Buy |
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|
2024
Q3 | $138M | Buy |
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|
2024
Q2 | $126M | Buy |
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|
2024
Q1 | $120M | Sell |
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|
2023
Q4 | $116M | Sell |
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|
2023
Q3 | $112M | Buy |
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|
2023
Q2 | $116M | Buy |
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|
2023
Q1 | $114M | Sell |
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|
2022
Q4 | $105M | Buy |
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|
2022
Q3 | $89.2M | Sell |
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|
2022
Q2 | $103M | Buy |
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|
2022
Q1 | $118M | Sell |
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|
2021
Q4 | $129M | Buy |
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|
2021
Q3 | $126M | Sell |
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|
2021
Q2 | $137M | Buy |
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|
2021
Q1 | $128M | Buy |
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|
2020
Q4 | $122M | Buy |
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|
2020
Q3 | $102M | Buy |
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|
2020
Q2 | $51.1M | Buy |
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|
2020
Q1 | $42.7M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $497K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $5.01M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $528K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $16.4M | Buy |
|