Plante Moran Financial 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
Q3 | $388K | Buy |
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|
2025
Q2 | $342K | Buy |
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|
2025
Q1 | $274K | Sell |
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|
2024
Q4 | $280K | Buy |
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|
2024
Q3 | $294K | Sell |
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|
2024
Q2 | $286K | Sell |
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|
2024
Q1 | $326K | Buy |
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|
2023
Q4 | $189K | Buy |
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|
2023
Q3 | $158K | Sell |
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|
2023
Q2 | $192K | Buy |
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|
2023
Q1 | $158K | Sell |
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|
2022
Q4 | $165K | Sell |
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|
2022
Q3 | $434K | Buy |
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|
2022
Q2 | $267K | Buy |
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|
2022
Q1 | $164K | Sell |
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|
2021
Q4 | $190K | Sell |
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|
2021
Q3 | $266K | Buy |
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|
2021
Q2 | $155K | Hold |
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|
2021
Q1 | $150K | Buy |
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|
2020
Q4 | $128K | Buy |
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|
2020
Q3 | $61K | Buy |
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|
2020
Q2 | $48K | Buy |
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|
2020
Q1 | $14K | Sell |
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|
2019
Q4 | $79K | Sell |
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|
2019
Q3 | $215K | Buy |
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|
2019
Q2 | $14K | Sell |
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|
2019
Q1 | $15K | Sell |
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|
2018
Q4 | $34K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $11K | Hold |
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|
2018
Q1 | $12K | Hold |
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|
2017
Q4 | $12K | Hold |
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|
2017
Q3 | $11K | Buy |
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