Waverly 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 | $20.9M | Buy |
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|
2025
Q1 | $14M | Buy |
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|
2024
Q4 | $11.7M | Buy |
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|
2024
Q3 | $9.53M | Sell |
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|
2024
Q2 | $9.14M | Buy |
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|
2024
Q1 | $9.31M | Buy |
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|
2023
Q4 | $2.86M | Sell |
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|
2023
Q3 | $2.64M | Sell |
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|
2023
Q2 | $3.17M | Buy |
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|
2023
Q1 | $2.75M | Buy |
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|
2022
Q4 | $2.52M | Buy |
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|
2022
Q3 | $2.15M | Buy |
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $2.46M | Buy |
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|
2021
Q4 | $2.52M | Buy |
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|
2021
Q3 | $1.91M | Hold |
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|
2021
Q2 | $1.92M | Buy |
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|
2021
Q1 | $1.89M | Buy |
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|
2020
Q4 | $1.76M | Sell |
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|
2020
Q3 | $1.48M | Sell |
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|
2020
Q2 | $1.61M | Sell |
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|
2020
Q1 | $1.52M | Buy |
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|
2019
Q4 | $1.66M | Sell |
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|
2019
Q3 | $1.59M | Sell |
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|
2019
Q2 | $1.72M | Buy |
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|
2019
Q1 | $1.21M | Buy |
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|
2018
Q4 | $978K | Sell |
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|
2018
Q3 | $4M | Buy |
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|
2018
Q2 | $3.56M | Buy |
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|
2018
Q1 | $3.65M | Buy |
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|
2017
Q4 | $2.96M | Buy |
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|
2017
Q3 | $2.86M | Buy |
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|
2017
Q2 | $1.77M | Buy |
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|
2017
Q1 | $737K | Buy |
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|
2016
Q4 | $601K | Buy |
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|
2016
Q3 | $589K | Buy |
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