HHM 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 | $75.8K | Hold |
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|
2025
Q2 | $72.5K | Hold |
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|
2025
Q1 | $65.7K | Buy |
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|
2024
Q4 | $50.1K | Hold |
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|
2024
Q3 | $55.6K | Sell |
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|
2024
Q2 | $67.8K | Buy |
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|
2024
Q1 | $52.9K | Buy |
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|
2023
Q4 | $37.1K | Buy |
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|
2023
Q3 | $22.3K | Sell |
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|
2023
Q2 | $28.2K | Hold |
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|
2023
Q1 | $27.9K | Hold |
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|
2022
Q4 | $25.8K | Sell |
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|
2022
Q3 | $58K | Hold |
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|
2022
Q2 | $65K | Buy |
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|
2022
Q1 | $62K | Buy |
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|
2021
Q4 | $65K | Buy |
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|
2021
Q3 | $64K | Buy |
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|
2021
Q2 | $62K | Sell |
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|
2021
Q1 | $71K | Hold |
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|
2020
Q4 | $68K | Buy |
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|
2020
Q3 | $58K | Buy |
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|
2020
Q2 | $45K | Buy |
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|
2020
Q1 | $37K | Buy |
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