Keudell/Morrison Wealth Management’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
Q2 | $530K | Sell |
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|
2025
Q1 | $481K | Sell |
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|
2024
Q4 | $476K | Buy |
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|
2024
Q3 | $525K | Buy |
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|
2024
Q2 | $457K | Buy |
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|
2024
Q1 | $446K | Sell |
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|
2023
Q4 | $440K | Buy |
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|
2023
Q3 | $361K | Hold |
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|
2023
Q2 | $379K | Sell |
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|
2023
Q1 | $397K | Buy |
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|
2022
Q4 | $362K | Sell |
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|
2022
Q3 | $334K | Sell |
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|
2022
Q2 | $379K | Sell |
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|
2022
Q1 | $471K | Buy |
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|
2021
Q4 | $503K | Buy |
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|
2021
Q3 | $499K | Buy |
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|
2021
Q2 | $488K | Buy |
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|
2021
Q1 | $441K | Buy |
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|
2020
Q4 | $420K | Sell |
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|
2020
Q3 | $379K | Sell |
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|
2020
Q2 | $468K | Sell |
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|
2020
Q1 | $452K | Sell |
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|
2019
Q4 | $3.48M | Buy |
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|
2019
Q3 | $314K | Hold |
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|
2019
Q2 | $302K | Buy |
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