Sheets Smith 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 | $1.07M | Buy |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $250K | Hold |
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|
2024
Q4 | $232K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $240K | Sell |
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|
2024
Q1 | $273K | Buy |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $238K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $277K | Sell |
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|
2019
Q1 | $276K | Sell |
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|
2018
Q4 | $286K | Sell |
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|
2018
Q3 | $377K | Buy |
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|
2018
Q2 | $348K | Buy |
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|
2018
Q1 | $248K | Hold |
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|
2017
Q4 | $249K | Buy |
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