Outlook Wealth 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
Q2 | $4.74M | Buy |
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|
2025
Q1 | $4.16M | Buy |
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|
2024
Q4 | $3.71M | Buy |
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|
2024
Q3 | $4.02M | Buy |
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|
2024
Q2 | $683K | Sell |
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|
2024
Q1 | $5.69M | Buy |
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|
2023
Q4 | $5.01M | Sell |
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|
2023
Q3 | $4.63M | Buy |
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|
2023
Q2 | $4.78M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $210K | Sell |
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|
2022
Q2 | $238K | Sell |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $325K | Sell |
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|
2021
Q3 | $1.78M | Sell |
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|
2021
Q2 | $1.87M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.7M | Buy |
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|
2019
Q3 | $1.89M | Buy |
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|
2019
Q2 | $1.08M | Buy |
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|
2019
Q1 | $326K | Buy |
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