Steward Partners Investment Advisory’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 | $69M | Buy |
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|
2025
Q1 | $57.2M | Buy |
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|
2024
Q4 | $50.5M | Buy |
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|
2024
Q3 | $53.7M | Buy |
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|
2024
Q2 | $37.2M | Buy |
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|
2024
Q1 | $37.7M | Buy |
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|
2023
Q4 | $32.9M | Buy |
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|
2023
Q3 | $30M | Buy |
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|
2023
Q2 | $31.2M | Sell |
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|
2023
Q1 | $31.6M | Buy |
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|
2022
Q4 | $28.9M | Buy |
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|
2022
Q3 | $24.4M | Buy |
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|
2022
Q2 | $25.5M | Buy |
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|
2022
Q1 | $29.7M | Sell |
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|
2021
Q4 | $32.1M | Buy |
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|
2021
Q3 | $31.2M | Sell |
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|
2021
Q2 | $32.2M | Sell |
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|
2021
Q1 | $32.8M | Sell |
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|
2020
Q4 | $32.1M | Sell |
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|
2020
Q3 | $28.7M | Buy |
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|
2020
Q2 | $22.9M | Sell |
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|
2020
Q1 | $21.3M | Sell |
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|
2019
Q4 | $43.9M | Buy |
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|
2019
Q3 | $29.8M | Sell |
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|
2019
Q2 | $34.6M | Buy |
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|
2019
Q1 | $29.7M | Buy |
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|
2018
Q4 | $24.2M | Sell |
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|
2018
Q3 | $29.3M | Buy |
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|
2018
Q2 | $27.3M | Buy |
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|
2018
Q1 | $23.3M | Buy |
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|
2017
Q4 | $15.3M | Buy |
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|
2017
Q3 | $5.41M | Buy |
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|
2017
Q2 | $3.02M | Buy |
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|
2017
Q1 | $1.8M | Buy |
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|
2016
Q4 | $38K | Buy |
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