Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $7.61M | Buy |
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|
2021
Q4 | $4.79M | Buy |
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|
2021
Q3 | $1.31M | Buy |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $720K | Sell |
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|
2020
Q2 | $1.41M | Sell |
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|
2020
Q1 | $3.92M | Sell |
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|
2019
Q4 | $5.46M | Buy |
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|
2019
Q3 | $2.27M | Buy |
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|
2019
Q2 | $1.6M | Buy |
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|
2019
Q1 | $907K | Buy |
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|
2018
Q4 | $333K | Sell |
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|
2018
Q3 | $392K | Hold |
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|
2018
Q2 | $387K | Buy |
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|
2018
Q1 | $373K | Hold |
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|
2017
Q4 | $375K | Buy |
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