Beacon Bridge 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 | $3.14M | Sell |
37,574
-2,482
| -6% | -$207K | 1.24% | 25 |
|
|
2025
Q1 | $3.03M | Sell |
40,056
-168
| -0.4% | -$12.7K | 1.29% | 24 |
|
|
2024
Q4 | $2.83M | Sell |
40,224
-3,522
| -8% | -$248K | 1.2% | 25 |
|
|
2024
Q3 | $3.41M | Sell |
43,746
-1,413
| -3% | -$110K | 1.47% | 22 |
|
|
2024
Q2 | $3.28M | Sell |
45,159
-4,964
| -10% | -$361K | 1.51% | 21 |
|
|
2024
Q1 | $3.72M | Sell |
50,123
-18,119
| -27% | -$1.34M | 1.76% | 19 |
|
|
2023
Q4 | $4.8M | Sell |
68,242
-19,797
| -22% | -$1.39M | 2.4% | 11 |
|
|
2023
Q3 | $5.67M | Buy |
88,039
+1,947
| +2% | +$125K | 2.99% | 11 |
|
|
2023
Q2 | $5.81M | Buy |
86,092
+4,911
| +6% | +$331K | 2.97% | 9 |
|
|
2023
Q1 | $5.43M | Sell |
81,181
-16,179
| -17% | -$1.08M | 3.26% | 10 |
|
|
2022
Q4 | $6M | Buy |
+97,360
| New | +$6M | 4.36% | 7 |
|