Key Client Fiduciary 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $305K | Hold |
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2025
Q2 | $291K | Buy |
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2025
Q1 | $264K | Sell |
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2024
Q4 | $255K | Hold |
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2024
Q3 | $283K | Hold |
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2024
Q2 | $264K | Sell |
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2024
Q1 | $278K | Hold |
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2023
Q4 | $263K | Buy |
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2023
Q3 | $241K | Buy |
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2023
Q2 | $252K | Buy |
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2023
Q1 | $249K | Hold |
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2022
Q4 | $230K | Buy |
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2022
Q3 | – | Sell |
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2022
Q2 | $220K | Hold |
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2022
Q1 | $259K | Sell |
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2021
Q4 | $293K | Buy |
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