Atticus 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 | $55.1K | Buy |
660
+526
| +393% | +$43.9K | 0.01% | 305 |
|
|
2025
Q1 | $10.1K | Sell |
134
-44
| -25% | -$3.33K | ﹤0.01% | 379 |
|
|
2024
Q4 | $12.5K | Hold |
178
| – | – | ﹤0.01% | 374 |
|
|
2024
Q3 | $13.9K | Hold |
178
| – | – | ﹤0.01% | 366 |
|
|
2024
Q2 | $12.9K | Sell |
178
-303
| -63% | -$22K | ﹤0.01% | 354 |
|
|
2024
Q1 | $35.7K | Buy |
481
+126
| +35% | +$9.35K | 0.01% | 276 |
|
|
2023
Q4 | $25K | Hold |
355
| – | – | 0.01% | 312 |
|
|
2023
Q3 | $22.8K | Hold |
355
| – | – | 0.01% | 326 |
|
|
2023
Q2 | $24K | Hold |
355
| – | – | 0.01% | 321 |
|
|
2023
Q1 | $23.7K | Hold |
355
| – | – | 0.01% | 308 |
|
|
2022
Q4 | $21.9K | Sell |
355
-8,648
| -96% | -$533K | 0.01% | 325 |
|
|
2022
Q3 | $530K | Hold |
9,003
| – | – | 0.26% | 57 |
|
|
2022
Q2 | $530K | Sell |
9,003
-7,772
| -46% | -$458K | 0.22% | 69 |
|
|
2022
Q1 | $1.17M | Buy |
+16,775
| New | +$1.17M | 0.43% | 45 |
|