Altus Wealth Group’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 | – | Sell |
-3,347
| Closed | -$253K | – | 140 |
|
|
2025
Q1 | $253K | Sell |
3,347
-432
| -11% | -$32.7K | 0.12% | 113 |
|
|
2024
Q4 | $266K | Sell |
3,779
-1,908
| -34% | -$134K | 0.12% | 119 |
|
|
2024
Q3 | $444K | Buy |
5,687
+2,385
| +72% | +$186K | 0.19% | 94 |
|
|
2024
Q2 | $240K | Sell |
3,302
-5,056
| -60% | -$367K | 0.12% | 116 |
|
|
2024
Q1 | $620K | Sell |
8,358
-5,996
| -42% | -$445K | 0.31% | 76 |
|
|
2023
Q4 | $1.01M | Buy |
14,354
+282
| +2% | +$19.8K | 0.56% | 41 |
|
|
2023
Q3 | $906K | Sell |
14,072
-365
| -3% | -$23.5K | 0.57% | 40 |
|
|
2023
Q2 | $974K | Buy |
14,437
+10,810
| +298% | +$730K | 0.6% | 37 |
|
|
2023
Q1 | $242K | Buy |
+3,627
| New | +$242K | 0.16% | 114 |
|
|
2021
Q1 | – | Sell |
-180
| Closed | -$12K | – | 451 |
|
|
2020
Q4 | $12K | Buy |
+180
| New | +$12K | 0.01% | 483 |
|