Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3.22M | Sell |
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|
2021
Q4 | $3.52M | Buy |
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|
2021
Q3 | $3.44M | Sell |
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|
2021
Q2 | $3.49M | Hold |
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|
2021
Q1 | $3.36M | Buy |
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|
2020
Q4 | $2.95M | Buy |
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|
2020
Q3 | $2.5M | Buy |
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|
2020
Q2 | $2.22M | Buy |
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|
2020
Q1 | $1.14M | Sell |
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|
2019
Q4 | $2.07M | Sell |
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|
2019
Q3 | $2.24M | Buy |
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