Montag & Associates’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 | $16.9K | Hold |
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|
2025
Q2 | $16.2K | Sell |
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|
2025
Q1 | $65.9K | Sell |
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|
2024
Q4 | $165K | Sell |
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|
2024
Q3 | $832K | Hold |
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|
2024
Q2 | $775K | Sell |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $997K | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $5.13M | Sell |
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|
2023
Q1 | $5.48M | Buy |
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|
2022
Q4 | $2.03M | Buy |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $3K | Sell |
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|
2021
Q4 | $214K | Hold |
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|
2021
Q3 | $213K | Buy |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Buy |
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