Sage Private Wealth 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
2025
Q2
Sell
2025
Q1
$308K Buy
2022
Q4
Sell
2022
Q3
$24K Hold
2022
Q2
$27K Hold
2022
Q1
$31K Hold
2021
Q4
$33K Hold
2021
Q3
$34K Hold
2021
Q2
$34K Hold
2021
Q1
$33K Hold
2020
Q4
$31K Buy