Cahill 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
Q1 | $232K | Hold |
3,061
| – | – | 0.12% | 48 |
|
|
2024
Q4 | $215K | Buy |
3,061
+47
| +2% | +$3.3K | 0.11% | 48 |
|
|
2024
Q3 | $235K | Sell |
3,014
-1,028
| -25% | -$80.2K | 0.12% | 47 |
|
|
2024
Q2 | $294K | Buy |
4,042
+70
| +2% | +$5.09K | 0.18% | 42 |
|
|
2024
Q1 | $295K | Hold |
3,972
| – | – | 0.17% | 42 |
|
|
2023
Q4 | $279K | Buy |
3,972
+52
| +1% | +$3.66K | 0.19% | 39 |
|
|
2023
Q3 | $252K | Buy |
+3,920
| New | +$252K | 0.19% | 38 |
|
|
2022
Q4 | – | Sell |
-3,854
| Closed | -$202K | – | 50 |
|
|
2022
Q3 | $202K | Hold |
3,854
| – | – | 0.18% | 40 |
|
|
2022
Q2 | $226K | Buy |
3,854
+82
| +2% | +$4.81K | 0.19% | 40 |
|
|
2022
Q1 | $262K | Buy |
+3,772
| New | +$262K | 0.19% | 34 |
|