Sage Mountain 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
Q2 | $1.1M | Buy |
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|
2025
Q1 | $723K | Buy |
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|
2024
Q4 | $367K | Buy |
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|
2024
Q3 | $355K | Buy |
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|
2024
Q2 | $330K | Buy |
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|
2024
Q1 | $259K | Buy |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $282K | Buy |
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|
2023
Q1 | $225K | Buy |
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|
2022
Q4 | $43.1K | Buy |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $46K | Hold |
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|
2021
Q4 | $50K | Hold |
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|
2021
Q3 | $49K | Hold |
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|
2021
Q2 | $50K | Hold |
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|
2021
Q1 | $48K | Hold |
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|
2020
Q4 | $46K | Buy |
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