Schneider Downs Wealth Management 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 | $2.95M | Buy |
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|
2025
Q1 | $1.44M | Sell |
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|
2024
Q4 | $1.6M | Buy |
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|
2024
Q3 | $478K | Sell |
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|
2024
Q2 | $455K | Sell |
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|
2024
Q1 | $595K | Sell |
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|
2023
Q4 | $640K | Buy |
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|
2023
Q3 | $535K | Buy |
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|
2023
Q2 | $540K | Sell |
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|
2023
Q1 | $726K | Sell |
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|
2022
Q4 | $672K | Buy |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $265K | Sell |
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|
2022
Q1 | $370K | Buy |
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|
2021
Q4 | $313K | Buy |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $251K | Hold |
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|
2021
Q1 | $241K | Hold |
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|
2020
Q4 | $231K | Hold |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $472K | Buy |
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|
2019
Q4 | $452K | Sell |
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|
2019
Q3 | $430K | Sell |
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|
2019
Q2 | $720K | Sell |
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|
2019
Q1 | $761K | Sell |
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|
2018
Q4 | $999K | Buy |
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|
2018
Q3 | $1M | Sell |
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|
2018
Q2 | $1.03M | Sell |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $1.08M | Buy |
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|
2017
Q3 | $1.01M | Buy |
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|
2017
Q2 | $949K | Buy |
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|
2017
Q1 | $811K | Buy |
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|
2016
Q4 | $555K | Buy |
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|
2016
Q3 | $560K | Buy |
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|
2016
Q2 | $492K | Buy |
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|
2016
Q1 | $310K | Buy |
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|
2015
Q4 | $238K | Buy |
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