Blue Bell Private 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 | $126K | Hold |
1,514
| – | – | 0.02% | 291 |
|
|
2025
Q1 | $115K | Buy |
1,514
+185
| +14% | +$14K | 0.02% | 279 |
|
|
2024
Q4 | $93.4K | Hold |
1,329
| – | – | 0.02% | 281 |
|
|
2024
Q3 | $104K | Hold |
1,329
| – | – | 0.02% | 274 |
|
|
2024
Q2 | $96.5K | Hold |
1,329
| – | – | 0.02% | 275 |
|
|
2024
Q1 | $98.6K | Sell |
1,329
-3,513
| -73% | -$261K | 0.02% | 261 |
|
|
2023
Q4 | $341K | Buy |
4,842
+4,574
| +1,707% | +$322K | 0.08% | 125 |
|
|
2023
Q3 | $17.2K | Hold |
268
| – | – | ﹤0.01% | 373 |
|
|
2023
Q2 | $18.1K | Buy |
+268
| New | +$18.1K | ﹤0.01% | 365 |
|
|
2022
Q3 | – | Sell |
-3
| Closed | – | – | 785 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 837 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 888 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 842 |
|