Alteri Wealth’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
$1.18M Buy
14,188
+1,914
+16% +$160K 0.46% 45
2025
Q1
$928K Sell
12,274
-1,530
-11% -$116K 0.41% 62
2024
Q4
$970K Buy
+13,804
New +$970K 0.27% 53