Aries 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 | $1.31M | Hold |
15,639
| – | – | 0.34% | 75 |
|
|
2025
Q1 | $1.18M | Buy |
15,639
+664
| +4% | +$50.2K | 0.32% | 78 |
|
|
2024
Q4 | $1.05M | Hold |
14,975
| – | – | 0.29% | 84 |
|
|
2024
Q3 | $1.17M | Buy |
+14,975
| New | +$1.17M | 0.32% | 78 |
|
|
2022
Q2 | – | Sell |
-80,611
| Closed | -$5.6M | – | 193 |
|
|
2022
Q1 | $5.6M | Buy |
+80,611
| New | +$5.6M | 2.43% | 16 |
|