Williams Jones 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 | $2.14M | Buy |
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|
2025
Q1 | $299K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $230K | Sell |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $314K | Sell |
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|
2023
Q4 | $298K | Sell |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $292K | Hold |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $220K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.05M | Sell |
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|
2019
Q4 | $8.7M | Sell |
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|
2019
Q3 | $8.99M | Buy |
|