AssuredPartners Investment Advisors’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
$203K Buy
+2,437
New +$203K 0.05% 233
2025
Q1
Sell
-3,858
Closed -$271K 333
2024
Q4
$271K Buy
+3,858
New +$271K 0.05% 286