Private Wealth Advisors (California)’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
Q2 | $800K | Buy |
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|
2025
Q1 | $716K | Sell |
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|
2024
Q4 | $698K | Sell |
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|
2024
Q3 | $800K | Sell |
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|
2024
Q2 | $752K | Buy |
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|
2024
Q1 | $760K | Sell |
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|
2023
Q4 | $790K | Sell |
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|
2023
Q3 | $1.04M | Hold |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $1.06M | Hold |
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|
2022
Q4 | $978K | Buy |
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|
2022
Q3 | $832K | Sell |
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|
2022
Q2 | $1M | Buy |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $1.13M | Hold |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $938K | Hold |
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|
2020
Q2 | $890K | Buy |
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|
2020
Q1 | $764K | Sell |
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|
2019
Q4 | $1.08M | Sell |
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|
2019
Q3 | $1.07M | Sell |
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|
2019
Q2 | $1.11M | Hold |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $997K | Buy |
|