Naples Global 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
Q3 | $644K | Buy |
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|
2025
Q2 | $608K | Buy |
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|
2025
Q1 | $548K | Buy |
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|
2024
Q4 | $507K | Sell |
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|
2024
Q3 | $568K | Sell |
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|
2024
Q2 | $529K | Sell |
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|
2024
Q1 | $541K | Buy |
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|
2023
Q4 | $492K | Hold |
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|
2023
Q3 | $450K | Buy |
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|
2023
Q2 | $442K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q4 | $317K | Sell |
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|
2021
Q3 | $323K | Buy |
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|
2021
Q2 | $318K | Sell |
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|
2021
Q1 | $311K | Sell |
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|
2020
Q4 | $305K | Hold |
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|
2020
Q3 | $266K | Sell |
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|
2020
Q2 | $267K | Sell |
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|
2020
Q1 | $322K | Hold |
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|
2019
Q4 | $421K | Buy |
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|
2019
Q3 | $320K | Buy |
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|
2019
Q2 | $320K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $217K | Buy |
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