Avid Wealth Partners’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 | $13.6M | Buy |
162,997
+50,648
| +45% | +$4.23M | 7.79% | 3 |
|
|
2025
Q1 | $8.5M | Sell |
112,349
-71,492
| -39% | -$5.41M | 5.77% | 7 |
|
|
2024
Q4 | $12.9M | Buy |
183,841
+5,225
| +3% | +$367K | 9.18% | 3 |
|
|
2024
Q3 | $13.9M | Buy |
178,616
+114,518
| +179% | +$8.94M | 9.87% | 3 |
|
|
2024
Q2 | $4.66M | Sell |
64,098
-85,695
| -57% | -$6.22M | 3.62% | 10 |
|
|
2024
Q1 | $11.1M | Sell |
149,793
-12,188
| -8% | -$905K | 8.93% | 3 |
|
|
2023
Q4 | $11.4M | Buy |
+161,981
| New | +$11.4M | 11.3% | 2 |
|