Pinnacle Wealth Planning Services’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
Q4 | $161K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $407K | Sell |
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|
2022
Q4 | $396K | Buy |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $309K | Hold |
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|
2022
Q1 | $365K | Hold |
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|
2021
Q4 | $391K | Buy |
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|
2021
Q3 | $372K | Buy |
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|
2021
Q2 | $367K | Sell |
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|
2021
Q1 | $362K | Buy |
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|
2020
Q4 | $337K | Sell |
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|
2020
Q3 | $296K | Buy |
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $509K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $206K | Buy |
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