Southern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $26.8M | Buy |
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|
2022
Q4 | $24.3M | Buy |
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|
2022
Q3 | $20.9M | Buy |
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|
2022
Q2 | $11.8M | Sell |
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|
2022
Q1 | $25.9M | Buy |
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|
2021
Q4 | $9.66M | Sell |
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|
2021
Q3 | $16.8M | Buy |
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|
2021
Q2 | $16.9M | Buy |
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|
2021
Q1 | $14.1M | Buy |
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|
2020
Q4 | $12.2M | Buy |
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|
2020
Q3 | $8.61M | Buy |
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|
2020
Q2 | $8.13M | Buy |
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|
2020
Q1 | $2.84M | Sell |
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|
2019
Q4 | $6.65M | Buy |
|