Badgley Phelps Wealth Managers’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 | $291K | Buy |
3,484
+564
| +19% | +$47.1K | 0.01% | 261 |
|
|
2025
Q1 | $221K | Sell |
2,920
-357
| -11% | -$27K | 0.01% | 283 |
|
|
2024
Q4 | $230K | Buy |
3,277
+247
| +8% | +$17.4K | 0.01% | 277 |
|
|
2024
Q3 | $236K | Buy |
3,030
+59
| +2% | +$4.61K | 0.01% | 269 |
|
|
2024
Q2 | $216K | Sell |
2,971
-497
| -14% | -$36.1K | 0.01% | 245 |
|
|
2024
Q1 | $257K | Buy |
3,468
+324
| +10% | +$24K | 0.01% | 230 |
|
|
2023
Q4 | $221K | Sell |
3,144
-774
| -20% | -$54.5K | 0.01% | 232 |
|
|
2023
Q3 | $252K | Buy |
3,918
+461
| +13% | +$29.7K | 0.01% | 206 |
|
|
2023
Q2 | $233K | Sell |
3,457
-320
| -8% | -$21.6K | 0.01% | 224 |
|
|
2023
Q1 | $252K | Buy |
+3,777
| New | +$252K | 0.01% | 187 |
|