Bennett Associates 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 | $14.8M | Sell |
177,173
-9,942
| -5% | -$830K | 11.37% | 2 |
|
|
2025
Q1 | $14.2M | Buy |
187,115
+2,964
| +2% | +$224K | 11.67% | 2 |
|
|
2024
Q4 | $12.9M | Buy |
184,151
+214
| +0.1% | +$15K | 10.74% | 2 |
|
|
2024
Q3 | $14.4M | Buy |
183,937
+10,492
| +6% | +$819K | 11.76% | 2 |
|
|
2024
Q2 | $12.6M | Buy |
173,445
+2,658
| +2% | +$193K | 11.35% | 2 |
|
|
2024
Q1 | $12.7M | Buy |
170,787
+1,591
| +0.9% | +$118K | 11.44% | 2 |
|
|
2023
Q4 | $11.9M | Buy |
+169,196
| New | +$11.9M | 11.61% | 2 |
|