Selective 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 | $685K | Hold |
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|
2025
Q2 | $651K | Hold |
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|
2025
Q1 | $570K | Hold |
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|
2024
Q4 | $542K | Buy |
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|
2024
Q3 | $581K | Sell |
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|
2024
Q2 | $564K | Buy |
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|
2024
Q1 | $544K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $12K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $53K | Buy |
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|
2020
Q1 | $38K | Hold |
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|
2019
Q4 | $50K | Hold |
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|
2019
Q3 | $47K | Buy |
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