Summit Trail Advisors’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 | $12.1M | Buy |
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|
2025
Q1 | $8.74M | Sell |
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|
2024
Q4 | $11.2M | Buy |
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|
2024
Q3 | $4.11M | Buy |
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|
2024
Q2 | $3.7M | Buy |
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|
2024
Q1 | $3.76M | Hold |
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|
2023
Q4 | $3.56M | Hold |
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|
2023
Q3 | $3.26M | Sell |
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|
2023
Q2 | $3.47M | Buy |
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|
2023
Q1 | $3.38M | Buy |
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|
2022
Q4 | $3.04M | Sell |
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|
2022
Q3 | $2.65M | Sell |
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|
2022
Q2 | $8.06M | Buy |
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|
2022
Q1 | $7.27M | Buy |
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|
2021
Q4 | $6.83M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.83M | Buy |
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|
2019
Q4 | $211K | Sell |
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|
2019
Q3 | $427K | Buy |
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|
2019
Q2 | $232K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $221K | Buy |
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