Stolper & Co’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 | $408K | Sell |
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|
2025
Q2 | $432K | Buy |
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|
2025
Q1 | $351K | Hold |
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|
2024
Q4 | $326K | Sell |
|
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|
2024
Q3 | $369K | Sell |
|
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|
2024
Q2 | $345K | Sell |
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|
2024
Q1 | $362K | Buy |
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|
2023
Q4 | $339K | Hold |
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|
2023
Q3 | $310K | Hold |
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|
2023
Q2 | $325K | Sell |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $401K | Hold |
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|
2022
Q3 | $342K | Hold |
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|
2022
Q2 | $383K | Hold |
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|
2022
Q1 | $452K | Buy |
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|
2021
Q4 | $482K | Hold |
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|
2021
Q3 | $480K | Sell |
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|
2021
Q2 | $489K | Sell |
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|
2021
Q1 | $471K | Hold |
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|
2020
Q4 | $452K | Buy |
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|
2020
Q3 | $386K | Sell |
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|
2020
Q2 | $373K | Hold |
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|
2020
Q1 | $326K | Buy |
|