Hilltop 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 | $613K | Hold |
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|
2025
Q2 | $586K | Sell |
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|
2025
Q1 | $556K | Buy |
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|
2024
Q4 | $497K | Hold |
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|
2024
Q3 | $552K | Hold |
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|
2024
Q2 | $514K | Sell |
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|
2024
Q1 | $525K | Sell |
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|
2023
Q4 | $511K | Hold |
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|
2023
Q3 | $467K | Sell |
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|
2023
Q2 | $515K | Sell |
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|
2023
Q1 | $526K | Sell |
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|
2022
Q4 | $493K | Sell |
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|
2022
Q3 | $503K | Hold |
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|
2022
Q2 | $562K | Buy |
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|
2022
Q1 | $656K | Buy |
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|
2021
Q4 | $698K | Hold |
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|
2021
Q3 | $694K | Hold |
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|
2021
Q2 | $700K | Sell |
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|
2021
Q1 | $681K | Sell |
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|
2020
Q4 | $674K | Sell |
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|
2020
Q3 | $591K | Sell |
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|
2020
Q2 | $566K | Sell |
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|
2020
Q1 | $509K | Sell |
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|
2019
Q4 | $1.63M | Buy |
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