Angeles 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
Q2 | $508K | Buy |
6,085
+5,247
| +626% | +$438K | 0.03% | 181 |
|
|
2025
Q1 | $63.4K | Buy |
838
+205
| +32% | +$15.5K | 0.01% | 322 |
|
|
2024
Q4 | $44.5K | Sell |
633
-554
| -47% | -$38.9K | ﹤0.01% | 340 |
|
|
2024
Q3 | $92.6K | Hold |
1,187
| – | – | 0.01% | 288 |
|
|
2024
Q2 | $86.2K | Hold |
1,187
| – | – | 0.01% | 253 |
|
|
2024
Q1 | $88.1K | Hold |
1,187
| – | – | 0.01% | 243 |
|
|
2023
Q4 | $83.5K | Buy |
1,187
+293
| +33% | +$20.6K | 0.01% | 216 |
|
|
2023
Q3 | $57.5K | Sell |
894
-310
| -26% | -$19.9K | 0.01% | 194 |
|
|
2023
Q2 | $81.3K | Buy |
1,204
+7
| +0.6% | +$473 | 0.01% | 198 |
|
|
2023
Q1 | $80K | Hold |
1,197
| – | – | 0.01% | 185 |
|
|
2022
Q4 | $73.8K | Sell |
1,197
-443
| -27% | -$27.3K | 0.01% | 188 |
|
|
2022
Q3 | $86K | Hold |
1,640
| – | – | 0.02% | 185 |
|
|
2022
Q2 | $97K | Hold |
1,640
| – | – | 0.02% | 175 |
|
|
2022
Q1 | $114K | Buy |
+1,640
| New | +$114K | 0.02% | 174 |
|