Phillips 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 | $3.32M | Sell |
|
|||||
|
2025
Q2 | $3.33M | Buy |
|
|||||
|
2025
Q1 | $2.81M | Sell |
|
|||||
|
2024
Q4 | $2.62M | Sell |
|
|||||
|
2024
Q3 | $3.42M | Sell |
|
|||||
|
2024
Q2 | $3.2M | Buy |
|
|||||
|
2024
Q1 | $3.24M | Sell |
|
|||||
|
2023
Q4 | $3.12M | Sell |
|
|||||
|
2023
Q3 | $2.92M | Sell |
|
|||||
|
2023
Q2 | $3.1M | Sell |
|
|||||
|
2023
Q1 | $3.09M | Sell |
|
|||||
|
2022
Q4 | $2.92M | Sell |
|
|||||
|
2022
Q3 | $3.48M | Sell |
|
|||||
|
2022
Q2 | $5.2M | Sell |
|
|||||
|
2022
Q1 | $6.48M | Buy |
|
|||||
|
2021
Q4 | $6.55M | Buy |
|
|||||
|
2021
Q3 | $6.04M | Sell |
|
|||||
|
2021
Q2 | $6.09M | Sell |
|
|||||
|
2021
Q1 | $5.89M | Sell |
|
|||||
|
2020
Q4 | $5.66M | Sell |
|
|||||
|
2020
Q3 | $4.99M | Buy |
|
|||||
|
2020
Q2 | $4.41M | Buy |
|
|||||
|
2020
Q1 | $1.94M | Buy |
|
|||||
|
2019
Q4 | $2.06M | Sell |
|
|||||
|
2019
Q3 | $1.95M | Sell |
|
|||||
|
2019
Q2 | $2.09M | Sell |
|
|||||
|
2019
Q1 | $2.1M | Hold |
|
|||||
|
2018
Q4 | $1.87M | Buy |
|
|||||
|
2018
Q3 | $937K | Sell |
|
|||||
|
2018
Q2 | $970K | Sell |
|
|||||
|
2018
Q1 | $1.02M | Buy |
|