KWB Wealth’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 | $708K | Buy |
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|
2025
Q2 | $612K | Sell |
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|
2025
Q1 | $605K | Buy |
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|
2024
Q4 | $628K | Sell |
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|
2024
Q3 | $593K | Sell |
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|
2024
Q2 | $609K | Hold |
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|
2024
Q1 | $609K | Buy |
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|
2023
Q4 | $523K | Sell |
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|
2023
Q3 | $505K | Hold |
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|
2023
Q2 | $505K | Sell |
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|
2023
Q1 | $753K | Buy |
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|
2022
Q4 | $680K | Sell |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $1.64M | Sell |
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|
2022
Q1 | $3.93M | Sell |
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|
2021
Q4 | $3.93M | Sell |
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|
2021
Q3 | $4.36M | Sell |
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|
2021
Q2 | $5.1M | Sell |
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|
2021
Q1 | $5.11M | Sell |
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|
2020
Q4 | $6.3M | Buy |
|