Kerntke Otto McGlone Wealth Management Group’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 | $233K | Sell |
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|
2025
Q2 | $224K | Sell |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $339K | Sell |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $355K | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.24M | Sell |
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|
2022
Q4 | $1.94M | Sell |
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|
2022
Q3 | $2.55M | Buy |
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|
2022
Q2 | $2.13M | Buy |
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|
2022
Q1 | $662K | Sell |
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|
2021
Q4 | $1.91M | Buy |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $6.12M | Buy |
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|
2021
Q1 | $5.74M | Sell |
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|
2020
Q4 | $5.56M | Buy |
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|
2020
Q3 | $4.51M | Buy |
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|
2020
Q2 | $4M | Buy |
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|
2020
Q1 | $3.25M | Buy |
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|
2019
Q4 | $3.77M | Buy |
|