Balboa 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
$2.07M Buy
24,793
+6,316
+34% +$527K 0.42% 52
2025
Q1
$1.4M Sell
18,477
-1,228
-6% -$92.9K 0.34% 55
2024
Q4
$1.38M Buy
19,705
+3,390
+21% +$238K 0.32% 58
2024
Q3
$1.27M Buy
16,315
+2,543
+18% +$198K 0.32% 61
2024
Q2
$1M Buy
+13,772
New +$1M 0.26% 72