Klingman & Associates’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 | $62.2M | Buy |
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|
2025
Q1 | $52.9M | Buy |
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|
2024
Q4 | $46.1M | Buy |
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|
2024
Q3 | $44.2M | Buy |
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|
2024
Q2 | $40.1M | Buy |
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|
2024
Q1 | $38.9M | Buy |
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|
2023
Q4 | $36.5M | Buy |
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|
2023
Q3 | $31M | Buy |
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|
2023
Q2 | $30.1M | Buy |
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|
2023
Q1 | $29M | Buy |
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|
2022
Q4 | $26.3M | Buy |
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|
2022
Q3 | $14.3M | Buy |
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|
2022
Q2 | $9.21M | Sell |
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|
2022
Q1 | $12.4M | Buy |
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|
2021
Q4 | $5.6M | Buy |
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|
2021
Q3 | $5.46M | Buy |
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|
2021
Q2 | $5.2M | Buy |
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|
2021
Q1 | $4.95M | Buy |
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|
2020
Q4 | $4.23M | Buy |
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|
2020
Q3 | $3.68M | Sell |
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|
2020
Q2 | $5.72M | Buy |
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|
2020
Q1 | $4.2M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $9K | Hold |
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|
2016
Q2 | $8K | Hold |
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|
2016
Q1 | $9K | Buy |
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