TRUE Private Wealth 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 | $3.31M | Sell |
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|
2025
Q1 | $3.09M | Sell |
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|
2024
Q4 | $4.36M | Buy |
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|
2024
Q3 | $4.79M | Sell |
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|
2024
Q2 | $5.3M | Sell |
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|
2024
Q1 | $7.35M | Buy |
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|
2023
Q4 | $6.32M | Sell |
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|
2023
Q3 | $10.7M | Buy |
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|
2023
Q2 | $6.32M | Buy |
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|
2023
Q1 | $1.73M | Buy |
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|
2022
Q4 | $638K | Buy |
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|
2022
Q3 | $371K | Sell |
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|
2022
Q2 | $418K | Buy |
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|
2022
Q1 | $470K | Sell |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.1M | Sell |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $1.85M | Sell |
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|
2020
Q3 | $3.68M | Sell |
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|
2020
Q2 | $12.1M | Sell |
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|
2020
Q1 | $11.8M | Sell |
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|
2019
Q4 | $30.9M | Buy |
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|
2019
Q3 | $22.3M | Sell |
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|
2019
Q2 | $22.9M | Buy |
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|
2019
Q1 | $19.1M | Buy |
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|
2018
Q4 | $15.3M | Buy |
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|
2018
Q3 | $7.26M | Sell |
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|
2018
Q2 | $7.53M | Buy |
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|
2018
Q1 | $3.89M | Buy |
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|
2017
Q4 | $3.87M | Sell |
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|
2017
Q3 | $3.84M | Buy |
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|
2017
Q2 | $3.33M | Sell |
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|
2017
Q1 | $3.2M | Buy |
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|
2016
Q4 | $2.82M | Buy |
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|
2016
Q3 | $2.48M | Sell |
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|
2016
Q2 | $28.5M | Buy |
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|
2016
Q1 | $13.4M | Buy |
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|
2015
Q4 | $10.8M | Buy |
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