Brown 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 | $2.15M | Sell |
25,718
-3,048
| -11% | -$254K | 0.67% | 36 |
|
|
2025
Q1 | $2.18M | Sell |
28,766
-14,905
| -34% | -$1.13M | 0.75% | 33 |
|
|
2024
Q4 | $3.07M | Sell |
43,671
-217
| -0.5% | -$15.3K | 1.09% | 23 |
|
|
2024
Q3 | $3.43M | Buy |
43,888
+1,498
| +4% | +$117K | 1.24% | 19 |
|
|
2024
Q2 | $3.08M | Sell |
42,390
-2,983
| -7% | -$217K | 1.24% | 20 |
|
|
2024
Q1 | $3.37M | Sell |
45,373
-743
| -2% | -$55.1K | 1.39% | 20 |
|
|
2023
Q4 | $3.24M | Buy |
46,116
+368
| +0.8% | +$25.9K | 1.44% | 20 |
|
|
2023
Q3 | $2.94M | Buy |
45,748
+7,877
| +21% | +$507K | 1.4% | 21 |
|
|
2023
Q2 | $2.56M | Buy |
+37,871
| New | +$2.56M | 1.32% | 23 |
|