Relative Value Partners Group’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
2024
Q2
$875K Sell
2024
Q1
$11.2M Sell
2023
Q4
$11.9M Sell
2023
Q3
$21.7M Sell
2023
Q2
$25.4M Buy
2023
Q1
$22.8M Buy
2022
Q4
$17.1M Buy
2022
Q3
$13.4M Sell
2022
Q2
$21.3M Buy
2022
Q1
$15.5M Buy
2021
Q4
$5.2M Sell
2021
Q3
$8.55M Buy
2021
Q2
$6.73M Buy
2021
Q1
$4.65M Buy
2020
Q4
$3.19M Buy
2020
Q3
$2.44M Buy
2020
Q2
$2.2M Buy
2020
Q1
$1.81M Buy
2019
Q4
$1.05M Buy
2019
Q3
$723K Sell
2019
Q2
$772K Sell
2019
Q1
$815K Sell
2018
Q4
$749K Buy