Helen Stephens Group’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 | $849K | Buy |
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|
2025
Q2 | $796K | Buy |
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|
2025
Q1 | $708K | Sell |
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|
2024
Q4 | $663K | Sell |
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|
2024
Q3 | $809K | Buy |
|
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|
2024
Q2 | $739K | Buy |
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|
2024
Q1 | $711K | Sell |
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|
2023
Q4 | $690K | Buy |
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|
2023
Q3 | $618K | Hold |
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|
2023
Q2 | $649K | Sell |
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|
2023
Q1 | $1.4M | Hold |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Buy |
|