Merriman Wealth Management’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
Q4 | $716K | Sell |
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|
2024
Q3 | $939K | Buy |
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|
2024
Q2 | $740K | Sell |
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|
2024
Q1 | $797K | Sell |
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|
2023
Q4 | $769K | Buy |
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|
2023
Q3 | $684K | Sell |
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|
2023
Q2 | $769K | Hold |
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|
2023
Q1 | $762K | Sell |
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|
2022
Q4 | $808K | Sell |
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|
2022
Q3 | $692K | Sell |
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|
2022
Q2 | $832K | Sell |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $1.27M | Sell |
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|
2021
Q3 | $3.93M | Sell |
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|
2021
Q2 | $3.97M | Sell |
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|
2021
Q1 | $3.98M | Buy |
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|
2020
Q4 | $3.73M | Sell |
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|
2020
Q3 | $3.32M | Sell |
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|
2020
Q2 | $3.18M | Sell |
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|
2020
Q1 | $6.03M | Sell |
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|
2019
Q4 | $12.5M | Sell |
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|
2019
Q3 | $12.3M | Buy |
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|
2019
Q2 | $93.3K | Sell |
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|
2019
Q1 | $9.19M | Sell |
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|
2018
Q4 | $9.4M | Buy |
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|
2018
Q3 | $401K | Buy |
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|
2018
Q2 | $332K | Sell |
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|
2018
Q1 | $451K | Buy |
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|
2017
Q4 | $391K | Buy |
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|
2017
Q3 | $238K | Sell |
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|
2017
Q2 | $229K | Sell |
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|
2017
Q1 | $355K | Buy |
|