Peninsula Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.24M | Sell |
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|
2024
Q3 | $10.1M | Sell |
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|
2024
Q2 | $10.4M | Sell |
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|
2024
Q1 | $11.6M | Sell |
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|
2023
Q4 | $13.2M | Buy |
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|
2023
Q3 | $11.6M | Sell |
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|
2023
Q2 | $12.7M | Buy |
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|
2023
Q1 | $12.5M | Sell |
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|
2022
Q4 | $11.6M | Buy |
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|
2022
Q3 | $9.89M | Sell |
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|
2022
Q2 | $11.6M | Buy |
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|
2022
Q1 | $13.1M | Buy |
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|
2021
Q4 | $14.1M | Buy |
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|
2021
Q3 | $13M | Buy |
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|
2021
Q2 | $13M | Sell |
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|
2021
Q1 | $14.1M | Buy |
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|
2020
Q4 | $13.4M | Buy |
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|
2020
Q3 | $10.4M | Sell |
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|
2020
Q2 | $9.87M | Buy |
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|
2020
Q1 | $3.27M | Buy |
|