Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $212K | Hold |
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|
2024
Q3 | $235K | Hold |
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|
2024
Q2 | $219K | Hold |
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|
2024
Q1 | $224K | Sell |
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|
2023
Q4 | $538K | Sell |
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|
2023
Q3 | $514K | Sell |
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|
2023
Q2 | $587K | Sell |
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|
2023
Q1 | $643K | Sell |
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|
2022
Q4 | $622K | Sell |
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|
2022
Q3 | $543K | Sell |
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|
2022
Q2 | $673K | Sell |
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|
2022
Q1 | $16.7M | Buy |
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|
2021
Q4 | $17.1M | Buy |
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|
2021
Q3 | $15.9M | Sell |
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|
2021
Q2 | $20.4M | Buy |
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|
2021
Q1 | $17.8K | Sell |
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|
2020
Q4 | $11.5M | Buy |
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|
2020
Q3 | $9.85M | Sell |
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|
2020
Q2 | $9.88M | Sell |
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|
2020
Q1 | $8.74M | Buy |
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|
2019
Q4 | $9.84M | Buy |
|