Beaumont Financial Advisors’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 | $250K | Buy |
2,995
+350
| +13% | +$29.2K | 0.02% | 333 |
|
|
2025
Q1 | $200K | Buy |
+2,645
| New | +$200K | 0.02% | 359 |
|
|
2024
Q4 | – | Sell |
-3,465
| Closed | -$270K | – | 374 |
|
|
2024
Q3 | $270K | Sell |
3,465
-400
| -10% | -$31.2K | 0.02% | 289 |
|
|
2024
Q2 | $281K | Buy |
3,865
+771
| +25% | +$56K | 0.02% | 286 |
|
|
2024
Q1 | $230K | Buy |
+3,094
| New | +$230K | 0.02% | 328 |
|
|
2020
Q1 | – | Sell |
-3,081
| Closed | -$201K | – | 257 |
|
|
2019
Q4 | $201K | Buy |
+3,081
| New | +$201K | 0.02% | 268 |
|