PCS
Private Client Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
121,661
+35,017
| +40% | +$2.92M | 3.96% | 2 |
|
|
2025
Q1 | $6.55M | Buy |
86,644
+37,036
| +75% | +$2.8M | 3.24% | 4 |
|
|
2024
Q4 | $3.49M | Sell |
49,608
-19,812
| -29% | -$1.39M | 1.87% | 11 |
|
|
2024
Q3 | $5.42M | Buy |
69,420
+11,492
| +20% | +$897K | 2.91% | 6 |
|
|
2024
Q2 | $4.21M | Buy |
57,928
+8,622
| +17% | +$626K | 2.64% | 8 |
|
|
2024
Q1 | $3.66M | Buy |
49,306
+5,613
| +13% | +$417K | 2.46% | 7 |
|
|
2023
Q4 | $3.07M | Buy |
+43,693
| New | +$3.07M | 2.52% | 7 |
|