Mitchell McLeod Pugh & Williams’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 | $850K | Hold |
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|
2025
Q1 | $770K | Sell |
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|
2024
Q4 | $723K | Sell |
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|
2024
Q3 | $808K | Sell |
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|
2024
Q2 | $761K | Sell |
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|
2024
Q1 | $779K | Sell |
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|
2023
Q4 | $767K | Sell |
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|
2023
Q3 | $751K | Sell |
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|
2023
Q2 | $797K | Buy |
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|
2023
Q1 | $479K | Sell |
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|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | $368K | Buy |
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