Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Sell |
|
|||||
|
2025
Q1 | $3.24M | Sell |
|
|||||
|
2024
Q4 | $3.44M | Buy |
|
|||||
|
2024
Q3 | $3.72M | Buy |
|
|||||
|
2024
Q2 | $3.36M | Sell |
|
|||||
|
2024
Q1 | $3.46M | Sell |
|
|||||
|
2023
Q4 | $3.51M | Buy |
|
|||||
|
2023
Q3 | $2.78M | Sell |
|
|||||
|
2023
Q2 | $3.2M | Buy |
|
|||||
|
2023
Q1 | $2.58M | Buy |
|
|||||
|
2022
Q4 | $1.28M | Sell |
|
|||||
|
2022
Q3 | $2.12M | Buy |
|
|||||
|
2022
Q2 | $2.11M | Sell |
|
|||||
|
2022
Q1 | $2.63M | Sell |
|
|||||
|
2021
Q4 | $3.11M | Sell |
|
|||||
|
2021
Q3 | $3.36M | Buy |
|
|||||
|
2021
Q2 | $3.11M | Buy |
|
|||||
|
2021
Q1 | $2.41M | Buy |
|
|||||
|
2020
Q4 | $2.3M | Buy |
|
|||||
|
2020
Q3 | $1.97M | Buy |
|
|||||
|
2020
Q2 | $679K | Buy |
|
|||||
|
2020
Q1 | $407K | Sell |
|
|||||
|
2019
Q4 | $1.41M | Sell |
|
|||||
|
2019
Q3 | $1.33M | Sell |
|
|||||
|
2019
Q2 | $1.73M | Sell |
|
|||||
|
2019
Q1 | $1.9M | Buy |
|
|||||
|
2018
Q4 | $1.62M | Sell |
|
|||||
|
2018
Q3 | $1.91M | Buy |
|
|||||
|
2018
Q2 | $1.8M | Buy |
|
|||||
|
2018
Q1 | $1.8M | Buy |
|
|||||
|
2017
Q4 | $1.81M | Buy |
|