M Holdings Securities’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 | $3.47M | Buy |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.7M | Buy |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $838K | Buy |
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|
2022
Q3 | $286K | Sell |
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|
2022
Q2 | $326K | Sell |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $933K | Buy |
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|
2020
Q4 | $815K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3.99M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $307K | Sell |
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|
2018
Q3 | $619K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $177K | Buy |
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