Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.65M | Buy |
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|
2021
Q3 | $4.23M | Buy |
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|
2021
Q2 | $3.78M | Sell |
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|
2021
Q1 | $3.99M | Sell |
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|
2020
Q4 | $4.23M | Sell |
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|
2020
Q3 | $4.86M | Buy |
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|
2020
Q2 | $4.26M | Buy |
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|
2020
Q1 | $3.45M | Buy |
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|
2019
Q4 | $3.75M | Buy |
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|
2019
Q3 | $3.19M | Buy |
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|
2019
Q2 | $3.18M | Buy |
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|
2019
Q1 | $601K | Sell |
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|
2018
Q4 | $2.37M | Buy |
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|
2018
Q3 | $2K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $853K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $17K | Hold |
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|
2017
Q2 | $16K | Hold |
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|
2017
Q1 | $15K | Sell |
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|
2016
Q4 | $171K | Sell |
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|
2016
Q3 | $202K | Buy |
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|
2016
Q2 | $13K | Buy |
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|
2016
Q1 | $10K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $26K | Sell |
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|
2015
Q2 | $33K | Buy |
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|
2015
Q1 | $15K | Hold |
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|
2014
Q4 | $15K | Sell |
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|
2014
Q3 | $38K | Buy |
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