Lake Street Private 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 | $425K | Buy |
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|
2025
Q2 | $407K | Buy |
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|
2025
Q1 | $358K | Sell |
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|
2024
Q4 | $375K | Buy |
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|
2024
Q3 | $410K | Sell |
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|
2024
Q2 | $875K | Sell |
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|
2024
Q1 | $901K | Sell |
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|
2023
Q4 | $900K | Sell |
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|
2023
Q3 | $886K | Sell |
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|
2023
Q2 | $928K | Buy |
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|
2023
Q1 | $917K | Sell |
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|
2022
Q4 | $991K | Sell |
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|
2022
Q3 | $1.27M | Sell |
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|
2022
Q2 | $1.76M | Sell |
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|
2022
Q1 | $2.31M | Sell |
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|
2021
Q4 | $2.53M | Buy |
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|
2021
Q3 | $1.69M | Buy |
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|
2021
Q2 | $1.55M | Sell |
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|
2021
Q1 | $1.52M | Buy |
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|
2020
Q4 | $1.41M | Buy |
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|
2020
Q3 | $209K | Sell |
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|
2020
Q2 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $522K | Buy |
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|
2019
Q3 | $443K | Buy |
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|
2019
Q2 | $368K | Buy |
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|
2019
Q1 | $294K | Buy |
|