R.M. Davis Inc’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 | $766K | Sell |
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|
2025
Q1 | $761K | Buy |
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|
2024
Q4 | $550K | Buy |
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|
2024
Q3 | $459K | Sell |
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|
2024
Q2 | $542K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $254K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $317K | Buy |
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|
2021
Q4 | $324K | Hold |
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|
2021
Q3 | $323K | Buy |
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|
2021
Q2 | $309K | Buy |
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|
2021
Q1 | $283K | Hold |
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|
2020
Q4 | $272K | Sell |
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|
2020
Q3 | $246K | Sell |
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|
2020
Q2 | $239K | Sell |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $365K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $482K | Buy |
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|
2019
Q1 | $413K | Sell |
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|
2018
Q4 | $505K | Buy |
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