Patriot Financial Group Insurance Agency’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 | $794K | Sell |
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|
2025
Q2 | $2.51M | Buy |
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|
2025
Q1 | $2.16M | Sell |
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|
2024
Q4 | $2.41M | Sell |
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|
2024
Q3 | $2.75M | Buy |
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|
2024
Q2 | $2.5M | Buy |
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|
2024
Q1 | $2.55M | Buy |
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|
2023
Q4 | $557K | Sell |
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|
2023
Q3 | $751K | Sell |
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|
2023
Q2 | $1.06M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $686K | Sell |
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|
2022
Q3 | $2.39M | Sell |
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|
2022
Q2 | $2.73M | Buy |
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|
2022
Q1 | $3.06M | Buy |
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|
2021
Q4 | $2.94M | Buy |
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|
2021
Q3 | $2.66M | Buy |
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|
2021
Q2 | $2.47M | Buy |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.46M | Sell |
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|
2020
Q3 | $1.29M | Sell |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $1.2M | Buy |
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|
2019
Q4 | $1.42M | Buy |
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|
2019
Q3 | $1.32M | Buy |
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|
2019
Q2 | $696K | Buy |
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|
2019
Q1 | $306K | Buy |
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|
2018
Q4 | $16K | Sell |
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|
2018
Q3 | $34K | Sell |
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|
2018
Q2 | $36K | Sell |
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|
2018
Q1 | $333K | Buy |
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|
2017
Q4 | $265K | Buy |
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|
2017
Q3 | $232K | Buy |
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|
2017
Q2 | $197K | Buy |
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|
2017
Q1 | $159K | Buy |
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|
2016
Q4 | $138K | Buy |
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