Kowal Investment 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
2024
Q3
$6.53M Buy
2024
Q2
$4.92M Buy
2024
Q1
$4M Buy
2023
Q4
$3.31M Buy
2023
Q3
$2.7M Buy
2023
Q2
$2.79M Buy
2023
Q1
$1.37M Buy
2022
Q4
$941K Buy
2022
Q3
$802K Buy
2022
Q2
$696K Buy
2022
Q1
$813K Buy
2021
Q4
$591K Buy
2021
Q3
$506K Sell
2021
Q2
$555K Sell
2021
Q1
$558K Buy
2020
Q4
$391K Buy