Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $12M | Sell |
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|
2024
Q2 | $11.4M | Sell |
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|
2024
Q1 | $11.8M | Sell |
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|
2023
Q4 | $11.1M | Sell |
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|
2023
Q3 | $16.1M | Sell |
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|
2023
Q2 | $17.3M | Buy |
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|
2023
Q1 | $12.2M | Buy |
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|
2022
Q4 | $10.1M | Buy |
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|
2022
Q3 | $8.59M | Buy |
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|
2022
Q2 | $9.09M | Buy |
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|
2022
Q1 | $10.6M | Buy |
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|
2021
Q4 | $11.4M | Sell |
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|
2021
Q3 | $13.3M | Buy |
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|
2021
Q2 | $10.9M | Buy |
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|
2021
Q1 | $9.66M | Buy |
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|
2020
Q4 | $8.9M | Buy |
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|
2020
Q3 | $7.69M | Buy |
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|
2020
Q2 | $7.04M | Buy |
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|
2020
Q1 | $5.48M | Sell |
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|
2019
Q4 | $7.2M | Buy |
|