Perennial Investment 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 | $1.63M | Sell |
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|
2025
Q1 | $1.83M | Sell |
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|
2024
Q4 | $1.77M | Buy |
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|
2024
Q3 | $1.91M | Sell |
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|
2024
Q2 | $2.43M | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $837K | Sell |
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|
2023
Q3 | $809K | Buy |
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|
2023
Q2 | $837K | Sell |
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|
2023
Q1 | $839K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $374K | Sell |
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|
2021
Q4 | $466K | Sell |
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|
2021
Q3 | $500K | Buy |
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|
2021
Q2 | $364K | Buy |
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|
2021
Q1 | $214K | Sell |
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|
2020
Q4 | $297K | Sell |
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|
2020
Q3 | $321K | Sell |
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|
2020
Q2 | $385K | Sell |
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|
2020
Q1 | $568K | Sell |
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|
2019
Q4 | $1.83M | Buy |
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