SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $359K | Buy |
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|
2020
Q3 | $244K | Buy |
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|
2020
Q2 | $223K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $402K | Hold |
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|
2017
Q4 | $414K | Hold |
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|
2017
Q3 | $402K | Buy |
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|
2017
Q2 | $289K | Buy |
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|
2017
Q1 | $268K | Buy |
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|
2016
Q4 | $213K | Hold |
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|
2016
Q3 | $219K | Hold |
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|
2016
Q2 | $206K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $298K | Hold |
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|
2015
Q3 | $290K | Hold |
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|
2015
Q2 | $320K | Hold |
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|
2015
Q1 | $321K | Buy |
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|
2014
Q4 | $212K | Hold |
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|
2014
Q3 | $223K | Buy |
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|
2014
Q2 | $234K | Buy |
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