Baker Tilly 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 | $354K | Buy |
4,238
+2
| +0% | +$167 | 0.13% | 168 |
|
|
2025
Q1 | $320K | Sell |
4,236
-1,803
| -30% | -$136K | 0.13% | 178 |
|
|
2024
Q4 | $424K | Buy |
+6,039
| New | +$424K | 0.17% | 138 |
|
|
2023
Q3 | – | Sell |
-6,486
| Closed | -$438K | – | 510 |
|
|
2023
Q2 | $438K | Hold |
6,486
| – | – | 0.05% | 372 |
|
|
2023
Q1 | $434K | Buy |
6,486
+3,114
| +92% | +$208K | 0.05% | 371 |
|
|
2022
Q4 | $208K | Buy |
+3,372
| New | +$208K | 0.03% | 501 |
|
|
2022
Q2 | – | Sell |
-14,094
| Closed | -$980K | – | 516 |
|
|
2022
Q1 | $980K | Buy |
14,094
+7,602
| +117% | +$529K | 0.11% | 203 |
|
|
2021
Q4 | $485K | Buy |
6,492
+2,064
| +47% | +$154K | 0.05% | 353 |
|
|
2021
Q3 | $329K | Buy |
+4,428
| New | +$329K | 0.04% | 402 |
|