Tobias Financial 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 | $2.35M | Buy |
|
|||||
|
2025
Q1 | $2.03M | Buy |
|
|||||
|
2024
Q4 | $1.63M | Buy |
|
|||||
|
2024
Q3 | $332K | Hold |
|
|||||
|
2024
Q2 | $309K | Buy |
|
|||||
|
2024
Q1 | $308K | Buy |
|
|||||
|
2023
Q4 | $286K | Hold |
|
|||||
|
2023
Q3 | $262K | Hold |
|
|||||
|
2023
Q2 | $274K | Hold |
|
|||||
|
2023
Q1 | $272K | Sell |
|
|||||
|
2022
Q4 | $653K | Buy |
|
|||||
|
2022
Q3 | $556K | Buy |
|