Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $397K | Sell |
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|
2023
Q2 | $2.33M | Buy |
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|
2023
Q1 | $2.3M | Sell |
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|
2022
Q4 | $2.13M | Buy |
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|
2022
Q3 | $1.75M | Buy |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $2.16M | Hold |
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|
2021
Q4 | $2.32M | Hold |
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|
2021
Q3 | $2.31M | Sell |
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|
2021
Q2 | $2.35M | Sell |
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|
2021
Q1 | $2.7M | Hold |
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|
2020
Q4 | $2.48M | Buy |
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|
2020
Q3 | $1.88M | Hold |
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|
2020
Q2 | $1.78M | Buy |
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|
2020
Q1 | $1.41M | Hold |
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|
2019
Q4 | $1.84M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $66K | Buy |
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|
2019
Q1 | $0 | Buy |
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