AWM
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Aegis Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Aegis Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.05M Hold
27,080
– – 1.23% 27
2025
Q1 		$2.05M Buy
27,080
+6,695
+33% +$506K 1.2% 27
2024
Q4 		$1.43M Buy
+20,385
New +$1.43M 0.97% 28