Private Wealth Partners’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 | $618K | Hold |
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|
2025
Q2 | $591K | Hold |
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|
2025
Q1 | $536K | Sell |
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|
2024
Q4 | $625K | Buy |
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|
2024
Q3 | $553K | Hold |
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|
2024
Q2 | $514K | Hold |
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|
2024
Q1 | $526K | Hold |
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|
2023
Q4 | $498K | Hold |
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|
2023
Q3 | $456K | Hold |
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|
2023
Q2 | $478K | Sell |
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|
2023
Q1 | $484K | Buy |
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