Valeo 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 | $56.9M | Buy |
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|
2025
Q1 | $49.1M | Buy |
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|
2024
Q4 | $43.9M | Sell |
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|
2024
Q3 | $50.1M | Buy |
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|
2024
Q2 | $43.5M | Buy |
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|
2024
Q1 | $30.5M | Buy |
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|
2023
Q4 | $27.9M | Buy |
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|
2023
Q3 | $22M | Buy |
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|
2023
Q2 | $21.5M | Buy |
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|
2023
Q1 | $20M | Buy |
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|
2022
Q4 | $17.8M | Buy |
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|
2022
Q3 | $13.4M | Buy |
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|
2022
Q2 | $11.2M | Buy |
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|
2022
Q1 | $11M | Buy |
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|
2021
Q4 | $11.6M | Buy |
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|
2021
Q3 | $10.9M | Buy |
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|
2021
Q2 | $10.8M | Buy |
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|
2021
Q1 | $9.41M | Buy |
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|
2020
Q4 | $7.47M | Buy |
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|
2020
Q3 | $6.07M | Sell |
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|
2020
Q2 | $6.84M | Buy |
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|
2020
Q1 | $4.5M | Buy |
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|
2019
Q4 | $4.5M | Buy |
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|
2019
Q3 | $3.51M | Buy |
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|
2019
Q2 | $3.4M | Buy |
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|
2019
Q1 | $2.29M | Buy |
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|
2018
Q4 | $1.79M | Buy |
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|
2018
Q3 | $964K | Sell |
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|
2018
Q2 | $1.31M | Buy |
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|
2018
Q1 | $813K | Buy |
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|
2017
Q4 | $757K | Buy |
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|
2017
Q3 | $430K | Buy |
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