Icon Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.34M | Buy |
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|
2023
Q2 | $375K | Sell |
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2023
Q1 | $456K | Buy |
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|
2022
Q2 | $960K | Buy |
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|
2022
Q1 | $516K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $457K | Sell |
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|
2021
Q2 | $509K | Buy |
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|
2021
Q1 | $445K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $458K | Sell |
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|
2019
Q3 | $482K | Hold |
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|
2019
Q2 | $486K | Sell |
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|
2019
Q1 | $486K | Hold |
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|
2018
Q4 | $441K | Sell |
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|
2018
Q3 | $512K | Sell |
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|
2018
Q2 | $668K | Sell |
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|
2018
Q1 | $884K | Sell |
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|
2017
Q4 | $1.29M | Buy |
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