Adams 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
Q1 | $329K | Sell |
4,343
-264
| -6% | -$20K | 0.06% | 105 |
|
|
2024
Q4 | $324K | Sell |
4,607
-120
| -3% | -$8.43K | 0.06% | 100 |
|
|
2024
Q3 | $369K | Sell |
4,727
-394
| -8% | -$30.8K | 0.08% | 97 |
|
|
2024
Q2 | $372K | Sell |
5,121
-304
| -6% | -$22.1K | 0.09% | 90 |
|
|
2024
Q1 | $403K | Sell |
5,425
-18
| -0.3% | -$1.34K | 0.1% | 84 |
|
|
2023
Q4 | $383K | Buy |
+5,443
| New | +$383K | 0.11% | 80 |
|
|
2020
Q4 | – | Sell |
-108
| Closed | -$7K | – | 187 |
|
|
2020
Q3 | $7K | Buy |
+108
| New | +$7K | 0.01% | 207 |
|