Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $33.4M | Buy |
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|
2023
Q2 | $34M | Buy |
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|
2023
Q1 | $33.5M | Sell |
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|
2022
Q4 | $80.8M | Sell |
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|
2022
Q3 | $56.7M | Buy |
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|
2022
Q2 | $57M | Buy |
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|
2022
Q1 | $60M | Sell |
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|
2021
Q4 | $67.2M | Buy |
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|
2021
Q3 | $62.5M | Sell |
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|
2021
Q2 | $65.2M | Sell |
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|
2021
Q1 | $65M | Buy |
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|
2020
Q4 | $60.8M | Buy |
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|
2020
Q3 | $52.5M | Buy |
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|
2020
Q2 | $36.1M | Buy |
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|
2020
Q1 | $23.6M | Buy |
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|
2019
Q4 | $226M | Buy |
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|
2019
Q3 | $20.3M | Sell |
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|
2019
Q2 | $23.2M | Sell |
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|
2019
Q1 | $24.6M | Buy |
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|
2018
Q4 | $27K | Buy |
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|
2018
Q3 | $4K | Sell |
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|
2018
Q2 | $23K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.05M | Buy |
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|
2017
Q1 | $981K | Buy |
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|
2016
Q4 | $870K | Buy |
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