Howe & Rusling’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
Q2 | $3.91M | Buy |
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|
2025
Q1 | $3.05M | Buy |
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|
2024
Q4 | $2.68M | Buy |
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|
2024
Q3 | $2.93M | Sell |
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|
2024
Q2 | $2.84M | Sell |
|
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|
2024
Q1 | $3.19M | Sell |
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|
2023
Q4 | $3.38M | Buy |
|
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|
2023
Q3 | $2.66M | Buy |
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|
2023
Q2 | $2.63M | Buy |
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|
2023
Q1 | $2.33M | Buy |
|
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|
2022
Q4 | $1.98M | Sell |
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|
2022
Q3 | $1.88M | Sell |
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|
2022
Q2 | $2.17M | Buy |
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|
2022
Q1 | $2.2M | Sell |
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|
2021
Q4 | $2.89M | Buy |
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|
2021
Q3 | $2.7M | Sell |
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|
2021
Q2 | $2.85M | Sell |
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|
2021
Q1 | $3.27M | Sell |
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|
2020
Q4 | $3.22M | Buy |
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|
2020
Q3 | $1.25M | Sell |
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|
2020
Q2 | $1.23M | Buy |
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|
2020
Q1 | $1.07M | Buy |
|
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|
2019
Q4 | $1.27M | Sell |
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|
2019
Q3 | $1.23M | Buy |
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|
2019
Q2 | $1.24M | Sell |
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|
2019
Q1 | $1.31M | Buy |
|
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|
2018
Q4 | $1.11M | Buy |
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|
2018
Q3 | $598K | Buy |
|
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|
2018
Q2 | $503K | Sell |
|
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|
2018
Q1 | $561K | Hold |
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|
2017
Q4 | $563K | Hold |
|
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|
2017
Q3 | $546K | Hold |
|
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|
2017
Q2 | $518K | Hold |
|
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|
2017
Q1 | $493K | Sell |
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|
2016
Q4 | $493K | Buy |
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|
2016
Q3 | $110K | Buy |
|
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $11K | Buy |
|