Strategic Wealth Partners’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 | $1.47M | Buy |
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|
2024
Q4 | $736K | Buy |
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|
2024
Q3 | $731K | Buy |
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|
2024
Q2 | $657K | Sell |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $432K | Sell |
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|
2023
Q3 | $426K | Buy |
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|
2023
Q2 | $345K | Sell |
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|
2023
Q1 | $559K | Buy |
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|
2022
Q4 | $333K | Sell |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $293K | Sell |
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|
2021
Q4 | $2.61M | Sell |
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|
2021
Q3 | $2.68M | Buy |
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|
2021
Q2 | $2.64M | Sell |
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|
2021
Q1 | $2.71M | Buy |
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|
2020
Q4 | $2.57M | Sell |
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|
2020
Q3 | $2.26M | Sell |
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|
2020
Q2 | $2.34M | Buy |
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|
2020
Q1 | $548K | Hold |
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|
2019
Q4 | $548K | Sell |
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|
2019
Q3 | $377K | Sell |
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|
2019
Q2 | $926K | Sell |
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|
2019
Q1 | $994K | Buy |
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|
2018
Q4 | $574K | Buy |
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|
2018
Q3 | $114K | Hold |
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|
2018
Q2 | $113K | Sell |
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|
2018
Q1 | $119K | Buy |
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