Moneta Group Investment Advisors’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 | $179M | Buy |
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|
2025
Q1 | $153M | Buy |
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|
2024
Q4 | $142M | Buy |
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|
2024
Q3 | $146M | Buy |
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|
2024
Q2 | $135M | Buy |
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|
2024
Q1 | $133M | Buy |
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|
2023
Q4 | $108M | Buy |
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|
2023
Q3 | $85.4M | Buy |
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|
2023
Q2 | $72.2M | Buy |
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|
2023
Q1 | $67.2M | Buy |
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|
2022
Q4 | $53.4M | Sell |
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|
2022
Q3 | $44M | Sell |
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|
2022
Q2 | $49.9M | Buy |
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|
2022
Q1 | $43.7M | Buy |
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|
2021
Q4 | $43.7M | Buy |
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|
2021
Q3 | $40.2M | Buy |
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|
2021
Q2 | $37.7M | Buy |
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|
2021
Q1 | $35.9M | Buy |
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|
2020
Q4 | $31.3M | Buy |
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|
2020
Q3 | $26.1M | Sell |
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|
2020
Q2 | $28.3M | Buy |
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|
2020
Q1 | $20.6M | Buy |
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|
2019
Q4 | $19.7M | Buy |
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|
2019
Q3 | $17.5M | Buy |
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|
2019
Q2 | $14.1M | Buy |
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|
2019
Q1 | $12.9M | Buy |
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|
2018
Q4 | $10.8M | Sell |
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|
2018
Q3 | $20M | Buy |
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|
2018
Q2 | $15.8M | Buy |
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|
2018
Q1 | $8.27M | Buy |
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|
2017
Q4 | $7.64M | Sell |
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|
2017
Q3 | $7.53M | Sell |
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|
2017
Q2 | $7.64M | Buy |
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|
2017
Q1 | $6.94M | Sell |
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|
2016
Q4 | $7.38M | Buy |
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|
2016
Q3 | $6.32M | Buy |
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|
2016
Q2 | $5.13M | Sell |
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|
2016
Q1 | $5.96M | Buy |
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|
2015
Q4 | $4.93M | Buy |
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