HighMark Wealth Management’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 | $239K | Hold |
|
|||||
|
2025
Q2 | $229K | Sell |
|
|||||
|
2025
Q1 | $252K | Sell |
|
|||||
|
2024
Q4 | $245K | Buy |
|
|||||
|
2024
Q3 | $242K | Buy |
|
|||||
|
2024
Q2 | $213K | Sell |
|
|||||
|
2024
Q1 | $236K | Sell |
|
|||||
|
2023
Q4 | $218K | Buy |
|
|||||
|
2023
Q3 | $185K | Buy |
|
|||||
|
2023
Q2 | $178K | Sell |
|
|||||
|
2023
Q1 | $180K | Sell |
|
|||||
|
2022
Q4 | $184K | Sell |
|
|||||
|
2022
Q3 | $164K | Buy |
|
|||||
|
2022
Q2 | $183K | Sell |
|
|||||
|
2022
Q1 | $232K | Sell |
|
|||||
|
2021
Q4 | $259K | Sell |
|
|||||
|
2021
Q3 | $267K | Sell |
|
|||||
|
2021
Q2 | $270K | Sell |
|
|||||
|
2021
Q1 | $320K | Sell |
|
|||||
|
2020
Q4 | $316K | Sell |
|
|||||
|
2020
Q3 | $295K | Sell |
|
|||||
|
2020
Q2 | $284K | Buy |
|
|||||
|
2020
Q1 | $244K | Sell |
|
|||||
|
2019
Q4 | $702K | Buy |
|