Lee Financial’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 | $2.28M | Sell |
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|
2025
Q2 | $2.24M | Sell |
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|
2025
Q1 | $2.03M | Buy |
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|
2024
Q4 | $1.88M | Hold |
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|
2024
Q3 | $2.09M | Hold |
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|
2024
Q2 | $1.95M | Sell |
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|
2024
Q1 | $2.02M | Sell |
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|
2023
Q4 | $2.28M | Sell |
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|
2023
Q3 | $2.13M | Sell |
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|
2023
Q2 | $3.37M | Sell |
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|
2023
Q1 | $5.18M | Sell |
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|
2022
Q4 | $6.77M | Sell |
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|
2022
Q3 | $5.84M | Buy |
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|
2022
Q2 | $6.37M | Buy |
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|
2022
Q1 | $5.18M | Sell |
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|
2021
Q4 | $5.65M | Buy |
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|
2021
Q3 | $4.91M | Buy |
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|
2021
Q2 | $4.94M | Hold |
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|
2021
Q1 | $4.75M | Hold |
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|
2020
Q4 | $4.55M | Hold |
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|
2020
Q3 | $3.98M | Hold |
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|
2020
Q2 | $3.77M | Sell |
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|
2020
Q1 | $3.79M | Sell |
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|
2019
Q4 | $5.14M | Sell |
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|
2019
Q3 | $4.83M | Sell |
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|
2019
Q2 | $4.91M | Buy |
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|
2019
Q1 | $4.81M | Buy |
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|
2018
Q4 | $4.33M | Buy |
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|
2018
Q3 | $2.44M | Sell |
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|
2018
Q2 | $3.01M | Buy |
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|
2018
Q1 | $2.51M | Buy |
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|
2017
Q4 | $1.84M | Buy |
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|
2017
Q3 | $1.77M | Buy |
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|
2017
Q2 | $1.2M | Buy |
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|
2017
Q1 | $991K | Buy |
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|
2016
Q4 | $229K | Buy |
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