49 Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105M | Buy |
1,260,146
+242,762
| +24% | +$20.3M | 11.2% | 3 |
|
|
2025
Q1 | $77M | Buy |
1,017,384
+267,542
| +36% | +$20.2M | 9.27% | 3 |
|
|
2024
Q4 | $52.7M | Buy |
749,842
+122,018
| +19% | +$8.58M | 7.51% | 4 |
|
|
2024
Q3 | $49M | Buy |
627,824
+625,037
| +22,427% | +$48.8M | 7.98% | 3 |
|
|
2024
Q2 | $203K | Buy |
+2,787
| New | +$203K | 0.04% | 143 |
|
|
2024
Q1 | – | Sell |
-3,151
| Closed | -$222K | – | 133 |
|
|
2023
Q4 | $222K | Buy |
+3,151
| New | +$222K | 0.06% | 103 |
|