Shepherd Financial Partners’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 | $53M | Buy |
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|
2025
Q1 | $46M | Sell |
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|
2024
Q4 | $48.3M | Buy |
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|
2024
Q3 | $53.5M | Buy |
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|
2024
Q2 | $49.3M | Buy |
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|
2024
Q1 | $46.1M | Buy |
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|
2023
Q4 | $43M | Buy |
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|
2023
Q3 | $38.6M | Buy |
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|
2023
Q2 | $39.1M | Buy |
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|
2023
Q1 | $38.3M | Sell |
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|
2022
Q4 | $37.1M | Buy |
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|
2022
Q3 | $27.6M | Buy |
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|
2022
Q2 | $13.9M | Buy |
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|
2022
Q1 | $1.74M | Buy |
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|
2021
Q4 | $1.42M | Buy |
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|
2021
Q3 | $330K | Buy |
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|
2021
Q2 | $243K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $225K | Hold |
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|
2018
Q2 | $224K | Buy |
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|
2018
Q1 | $230K | Buy |
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