Robertson Stephens Wealth Management’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 | $30.2M | Buy |
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|
2025
Q1 | $21.6M | Buy |
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|
2024
Q4 | $13.1M | Sell |
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|
2024
Q3 | $31.9M | Buy |
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|
2024
Q2 | $11.2M | Buy |
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|
2024
Q1 | $11.3M | Buy |
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|
2023
Q4 | $9.19M | Buy |
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|
2023
Q3 | $6.03M | Sell |
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|
2023
Q2 | $9.82M | Sell |
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|
2023
Q1 | $13.5M | Buy |
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|
2022
Q4 | $9.57M | Buy |
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|
2022
Q3 | $3.92M | Buy |
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|
2022
Q2 | $2.73M | Buy |
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|
2022
Q1 | $2.74M | Buy |
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|
2021
Q4 | $2.42M | Sell |
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|
2021
Q3 | $9.28M | Buy |
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|
2021
Q2 | $5.65M | Sell |
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|
2021
Q1 | $9.26M | Buy |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $1.32M | Sell |
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|
2020
Q2 | $2.03M | Sell |
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|
2020
Q1 | $2.13M | Buy |
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|
2019
Q4 | $253K | Sell |
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|
2019
Q3 | $802K | Sell |
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|
2019
Q2 | $5.58M | Sell |
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|
2019
Q1 | $8.8M | Buy |
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|
2018
Q4 | $7.65M | Buy |
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