Wealth Dimensions Group’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 | $7.1M | Buy |
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|
2025
Q1 | $6.39M | Buy |
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|
2024
Q4 | $5.42M | Buy |
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|
2024
Q3 | $5.93M | Sell |
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|
2024
Q2 | $5.6M | Sell |
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|
2024
Q1 | $5.74M | Sell |
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|
2023
Q4 | $5.55M | Sell |
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|
2023
Q3 | $5.26M | Sell |
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|
2023
Q2 | $5.54M | Sell |
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|
2023
Q1 | $5.69M | Sell |
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|
2022
Q4 | $5.27M | Buy |
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|
2022
Q3 | $3.92M | Sell |
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|
2022
Q2 | $4.47M | Sell |
|
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|
2022
Q1 | $5.33M | Sell |
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|
2021
Q4 | $5.83M | Buy |
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|
2021
Q3 | $5.68M | Sell |
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|
2021
Q2 | $5.76M | Sell |
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|
2021
Q1 | $5.61M | Buy |
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|
2020
Q4 | $5.14M | Buy |
|