Orgel 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 | $63.3M | Sell |
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|
2025
Q2 | $61M | Sell |
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|
2025
Q1 | $55.5M | Sell |
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|
2024
Q4 | $51.7M | Buy |
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|
2024
Q3 | $55.6M | Buy |
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|
2024
Q2 | $51.4M | Sell |
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|
2024
Q1 | $52.8M | Buy |
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|
2023
Q4 | $49.3M | Sell |
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|
2023
Q3 | $46.7M | Buy |
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|
2023
Q2 | $47.7M | Sell |
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|
2023
Q1 | $48.6M | Buy |
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|
2022
Q4 | $44.5M | Buy |
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|
2022
Q3 | $37.1M | Buy |
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|
2022
Q2 | $12.1M | Buy |
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|
2022
Q1 | $14.3M | Buy |
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|
2021
Q4 | $14.1M | Buy |
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|
2021
Q3 | $12.5M | Buy |
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|
2021
Q2 | $11.7M | Buy |
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|
2021
Q1 | $10.5M | Buy |
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|
2020
Q4 | $9.17M | Buy |
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|
2020
Q3 | $7.46M | Buy |
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|
2020
Q2 | $6.6M | Buy |
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