Montz Harcus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.7M | Buy |
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|
2025
Q2 | $10M | Buy |
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|
2025
Q1 | $8.91M | Buy |
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|
2024
Q4 | $7.29M | Buy |
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|
2024
Q3 | $7.74M | Buy |
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|
2024
Q2 | $7.09M | Buy |
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|
2024
Q1 | $6.66M | Buy |
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|
2023
Q4 | $6.06M | Buy |
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|
2023
Q3 | $5.09M | Buy |
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|
2023
Q2 | $5.32M | Buy |
|
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|
2023
Q1 | $5.21M | Sell |
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|
2022
Q4 | $4.82M | Buy |
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|
2022
Q3 | $4.11M | Buy |
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|
2022
Q2 | $4.58M | Buy |
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|
2022
Q1 | $5.41M | Buy |
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|
2021
Q4 | $5.73M | Buy |
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