Adamsbrown Wealth Consultants’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 | $220K | Buy |
+2,630
| New | +$220K | 0.06% | 99 |
|
|
2025
Q1 | – | Sell |
-3,335
| Closed | -$234K | – | 102 |
|
|
2024
Q4 | $234K | Buy |
3,335
+566
| +20% | +$39.8K | 0.08% | 89 |
|
|
2024
Q3 | $216K | Hold |
2,769
| – | – | 0.08% | 86 |
|
|
2024
Q2 | $201K | Buy |
+2,769
| New | +$201K | 0.08% | 81 |
|
|
2022
Q2 | – | Sell |
-3,136
| Closed | -$218K | – | 88 |
|
|
2022
Q1 | $218K | Sell |
3,136
-7
| -0.2% | -$487 | 0.17% | 85 |
|
|
2021
Q4 | $235K | Buy |
+3,143
| New | +$235K | 0.21% | 70 |
|