Sound View Wealth Advisors Group’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 | $3.75M | Buy |
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|
2025
Q1 | $2.61M | Buy |
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|
2024
Q4 | $1.69M | Sell |
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|
2024
Q3 | $1.9M | Buy |
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|
2024
Q2 | $1.57M | Sell |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $1.67M | Sell |
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|
2023
Q3 | $1.67M | Buy |
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $1.56M | Sell |
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|
2022
Q4 | $1.67M | Buy |
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|
2022
Q3 | $642K | Buy |
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|
2022
Q2 | $672K | Buy |
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|
2022
Q1 | $757K | Buy |
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|
2021
Q4 | $787K | Buy |
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|
2021
Q3 | $735K | Buy |
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|
2021
Q2 | $741K | Sell |
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|
2021
Q1 | $939K | Buy |
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|
2020
Q4 | $864K | Sell |
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|
2020
Q3 | $761K | Sell |
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|
2020
Q2 | $750K | Sell |
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|
2020
Q1 | $1.04M | Sell |
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|
2019
Q4 | $1.79M | Buy |
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|
2019
Q3 | $1.5M | Sell |
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|
2019
Q2 | $1.52M | Buy |
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