KCS Wealth Advisory’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
Q3 | $1.84M | Sell |
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|
2023
Q2 | $3.46M | Buy |
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|
2023
Q1 | $3.41M | Buy |
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|
2022
Q4 | $3.1M | Buy |
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|
2022
Q3 | $2.6M | Buy |
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|
2022
Q2 | $2.46M | Buy |
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|
2022
Q1 | $2.81M | Sell |
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|
2021
Q4 | $3.06M | Buy |
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|
2021
Q3 | $2.75M | Buy |
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|
2021
Q2 | $2.77M | Buy |
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|
2021
Q1 | $2.6M | Buy |
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|
2020
Q4 | $668K | Buy |
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|
2020
Q3 | $524K | Sell |
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|
2020
Q2 | $498K | Sell |
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|
2020
Q1 | $446K | Buy |
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|
2019
Q4 | $232K | Buy |
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|
2019
Q3 | $204K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $214K | Sell |
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|
2018
Q4 | $206K | Sell |
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|
2018
Q3 | $482K | Sell |
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|
2018
Q2 | $1.38M | Buy |
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|
2018
Q1 | $1.25M | Buy |
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|
2017
Q4 | $1.06M | Buy |
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