Topel & Distasi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Sell |
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|
2025
Q1 | $13.6M | Sell |
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|
2024
Q4 | $14.1M | Buy |
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|
2024
Q3 | $15.3M | Buy |
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|
2024
Q2 | $14M | Buy |
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|
2024
Q1 | $14.1M | Buy |
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|
2023
Q4 | $13.1M | Buy |
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|
2023
Q3 | $7.23M | Buy |
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|
2023
Q2 | $7.47M | Buy |
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|
2023
Q1 | $7.32M | Sell |
|
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|
2022
Q4 | $7.28M | Sell |
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|
2022
Q3 | $7.24M | Sell |
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|
2022
Q2 | $10.3M | Sell |
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|
2022
Q1 | $12.3M | Buy |
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|
2021
Q4 | $7.58M | Buy |
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