Windward Private 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 | $3.69M | Sell |
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|
2025
Q1 | $3.36M | Sell |
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|
2024
Q4 | $3.19M | Hold |
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|
2024
Q3 | $3.55M | Sell |
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|
2024
Q2 | $3.32M | Hold |
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|
2024
Q1 | $3.39M | Sell |
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|
2023
Q4 | $3.87M | Buy |
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|
2023
Q3 | $3.35M | Sell |
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|
2023
Q2 | $3.53M | Sell |
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|
2023
Q1 | $3.51M | Sell |
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|
2022
Q4 | $3.35M | Buy |
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|
2022
Q3 | $1.83M | Buy |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | $1.54M | Sell |
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|
2021
Q2 | $1.56M | Sell |
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|
2021
Q1 | $1.58M | Sell |
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|
2020
Q4 | $1.56M | Buy |
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