Sax 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.72M | Buy |
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|
2025
Q2 | $2.31M | Buy |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $2.03M | Sell |
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|
2024
Q2 | $1.91M | Buy |
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|
2024
Q1 | $1.95M | Buy |
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|
2023
Q4 | $1.82M | Sell |
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|
2023
Q3 | $1.7M | Sell |
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|
2023
Q2 | $1.8M | Sell |
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|
2023
Q1 | $1.81M | Buy |
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|
2022
Q4 | $1.64M | Sell |
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|
2022
Q3 | $1.83M | Sell |
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|
2022
Q2 | $2.43M | Sell |
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|
2022
Q1 | $2.88M | Sell |
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|
2021
Q4 | $3.18M | Buy |
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|
2021
Q3 | $3.14M | Sell |
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|
2021
Q2 | $3.19M | Buy |
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|
2021
Q1 | $3.03M | Buy |
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|
2020
Q4 | $2.83M | Buy |
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