Segment Wealth Management’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 | $4.99M | Sell |
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|
2025
Q2 | $4.8M | Sell |
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|
2025
Q1 | $4.44M | Sell |
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|
2024
Q4 | $4.37M | Sell |
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|
2024
Q3 | $5.04M | Sell |
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|
2024
Q2 | $5.12M | Hold |
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|
2024
Q1 | $5.23M | Sell |
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|
2023
Q4 | $14.1M | Sell |
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|
2023
Q3 | $13.2M | Sell |
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|
2023
Q2 | $14.5M | Sell |
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|
2023
Q1 | $14.6M | Buy |
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|
2022
Q4 | $4.6M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $839K | Sell |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $1.01M | Hold |
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|
2021
Q2 | $1.02M | Hold |
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|
2021
Q1 | $978K | Hold |
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|
2020
Q4 | $938K | Hold |
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|
2020
Q3 | $818K | Buy |
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|
2020
Q2 | $690K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.34M | Sell |
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|
2018
Q2 | $5.13M | Buy |
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|
2018
Q1 | $5.21M | Buy |
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|
2017
Q4 | $4.55M | Buy |
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|
2017
Q3 | $3.96M | Buy |
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|
2017
Q2 | $3.33M | Buy |
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