Polaris Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.95M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.06M | Sell |
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|
2022
Q4 | $3.16M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.52M | Sell |
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|
2021
Q3 | $3.52M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $3.4M | Buy |
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|
2020
Q4 | $2.94M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.07M | Buy |
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|
2019
Q3 | $634K | Buy |
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