Regent Peak Wealth Advisors’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 | $39.2M | Buy |
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|
2025
Q1 | $33.2M | Buy |
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|
2024
Q4 | $28.1M | Buy |
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|
2024
Q3 | $21.5M | Buy |
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|
2024
Q2 | $18.6M | Buy |
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|
2024
Q1 | $14.8M | Buy |
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|
2023
Q4 | $9.79M | Buy |
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|
2023
Q3 | $4.36M | Buy |
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|
2023
Q2 | $4.35M | Buy |
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|
2023
Q1 | $4.3M | Buy |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $9.53M | Sell |
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|
2022
Q2 | $11.9M | Sell |
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|
2022
Q1 | $14.9M | Buy |
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|
2021
Q4 | $15.9M | Sell |
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|
2021
Q3 | $15.8M | Buy |
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|
2021
Q2 | $16M | Buy |
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|
2021
Q1 | $13.9M | Buy |
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|
2020
Q4 | $10.6M | Buy |
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|
2020
Q3 | $9.11M | Sell |
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|
2020
Q2 | $8.64M | Buy |
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|
2020
Q1 | $7.16M | Buy |
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|
2019
Q4 | $8.86M | Buy |
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