Strategic Wealth Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.88M | Sell |
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|
2023
Q4 | $1.91M | Buy |
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|
2023
Q3 | $1.72M | Hold |
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|
2023
Q2 | $1.81M | Buy |
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|
2023
Q1 | $1.76M | Buy |
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|
2022
Q4 | $601K | Buy |
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|
2022
Q3 | $456K | Sell |
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|
2022
Q2 | $606K | Buy |
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|
2022
Q1 | $679K | Sell |
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|
2021
Q4 | $922K | Buy |
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|
2021
Q3 | $799K | Buy |
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|
2021
Q1 | $790K | Sell |
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|
2020
Q4 | $770K | Buy |
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|
2020
Q3 | $665K | Sell |
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|
2020
Q2 | $692K | Buy |
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|
2020
Q1 | $267K | Buy |
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|
2019
Q4 | $344K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $105K | Hold |
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|
2018
Q1 | $110K | Buy |
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