Peak Financial 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 | $2.86M | Sell |
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|
2025
Q2 | $2.91M | Sell |
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|
2025
Q1 | $2.65M | Sell |
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|
2024
Q4 | $2.46M | Sell |
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|
2024
Q3 | $2.81M | Sell |
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|
2024
Q2 | $2.62M | Sell |
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|
2024
Q1 | $2.72M | Sell |
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|
2023
Q4 | $2.6M | Sell |
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|
2023
Q3 | $2.87M | Sell |
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|
2023
Q2 | $5.53M | Sell |
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|
2023
Q1 | $5.5M | Sell |
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|
2022
Q4 | $5.11M | Buy |
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|
2022
Q3 | $4.23M | Sell |
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|
2022
Q2 | $5.28M | Buy |
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|
2022
Q1 | $6M | Buy |
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|
2021
Q4 | $6.29M | Buy |
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|
2021
Q3 | $6.16M | Sell |
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|
2021
Q2 | $6.23M | Sell |
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|
2021
Q1 | $6.04M | Buy |
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|
2020
Q4 | $5.72M | Buy |
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|
2020
Q3 | $4.69M | Sell |
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|
2020
Q2 | $4.5M | Buy |
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|
2020
Q1 | $3.91M | Buy |
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|
2019
Q4 | $4.87M | Buy |
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|
2019
Q3 | $4.53M | Buy |
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|
2019
Q2 | $4.47M | Sell |
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|
2019
Q1 | $4.5M | Sell |
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|
2018
Q4 | $4.1M | Buy |
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|
2018
Q3 | $2.68M | Sell |
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|
2018
Q2 | $2.87M | Sell |
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|
2018
Q1 | $3.2M | Buy |
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|
2017
Q4 | $3.1M | Buy |
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|
2017
Q3 | $2.97M | Sell |
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|
2017
Q2 | $2.87M | Sell |
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|
2017
Q1 | $2.75M | Buy |
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|
2016
Q4 | $274K | Buy |
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