Joel Isaacson & Co’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 | $1.15M | Buy |
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|
2025
Q2 | $949K | Buy |
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|
2025
Q1 | $551K | Buy |
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|
2024
Q4 | $445K | Buy |
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|
2024
Q3 | $484K | Hold |
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|
2024
Q2 | $450K | Buy |
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|
2024
Q1 | $453K | Buy |
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|
2023
Q4 | $405K | Buy |
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|
2023
Q3 | $343K | Buy |
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|
2023
Q2 | $337K | Buy |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $305K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $204K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $35K | Buy |
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|
2016
Q3 | $36K | Buy |
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|
2016
Q2 | $15K | Hold |
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|
2016
Q1 | $16K | Hold |
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|
2015
Q4 | $16K | Hold |
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|
2015
Q3 | $16K | Sell |
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|
2015
Q2 | $34K | Buy |
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