Perigon Wealth 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 | $18.8M | Buy |
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|
2025
Q2 | $17M | Buy |
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|
2025
Q1 | $14.6M | Sell |
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|
2024
Q4 | $15.7M | Buy |
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|
2024
Q3 | $16.6M | Sell |
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|
2024
Q2 | $15.6M | Sell |
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|
2024
Q1 | $17M | Buy |
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|
2023
Q4 | $15.8M | Buy |
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|
2023
Q3 | $13.3M | Buy |
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|
2023
Q2 | $13.6M | Buy |
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|
2023
Q1 | $12.9M | Buy |
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|
2022
Q4 | $11.4M | Buy |
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|
2022
Q3 | $4.1M | Buy |
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|
2022
Q2 | $3.52M | Buy |
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|
2022
Q1 | $1.49M | Sell |
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|
2021
Q4 | $1.63M | Buy |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $866K | Sell |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $773K | Sell |
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|
2020
Q2 | $736K | Buy |
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|
2020
Q1 | $616K | Buy |
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|
2019
Q4 | $272K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $19K | Sell |
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|
2017
Q4 | $264K | Sell |
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|
2017
Q3 | $291K | Sell |
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|
2017
Q2 | $290K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $81K | Sell |
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|
2016
Q2 | $98K | Buy |
|