Beverly Hills Private Wealth’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 | $772K | Buy |
9,250
+2
| +0% | +$167 | 0.14% | 144 |
|
|
2025
Q1 | $700K | Sell |
9,248
-751
| -8% | -$56.8K | 0.14% | 141 |
|
|
2024
Q4 | $703K | Buy |
9,999
+500
| +5% | +$35.1K | 0.14% | 138 |
|
|
2024
Q3 | $741K | Buy |
9,499
+615
| +7% | +$48K | 0.15% | 144 |
|
|
2024
Q2 | $645K | Buy |
8,884
+778
| +10% | +$56.5K | 0.14% | 153 |
|
|
2024
Q1 | $602K | Sell |
8,106
-1,225
| -13% | -$90.9K | 0.14% | 161 |
|
|
2023
Q4 | $656K | Buy |
+9,331
| New | +$656K | 0.17% | 132 |
|