SFMG 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
Q2 | $424K | Sell |
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|
2025
Q1 | $522K | Buy |
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|
2024
Q4 | $316K | Buy |
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|
2024
Q3 | $323K | Buy |
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|
2024
Q2 | $255K | Buy |
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|
2024
Q1 | $208K | Sell |
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|
2023
Q4 | $299K | Buy |
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|
2023
Q3 | $255K | Sell |
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|
2023
Q2 | $349K | Buy |
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|
2023
Q1 | $288K | Buy |
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|
2022
Q4 | $206K | Sell |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $221K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $235K | Sell |
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|
2018
Q2 | $310K | Buy |
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