IVC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $233K | Sell |
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|
2022
Q3 | $200K | Hold |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $322K | Sell |
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|
2021
Q4 | $766K | Sell |
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|
2021
Q3 | $804K | Buy |
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|
2021
Q2 | $780K | Buy |
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|
2021
Q1 | $668K | Buy |
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