Capital Advisors 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 | $241K | Sell |
2,881
-13
| -0.4% | -$1.09K | 0.04% | 175 |
|
|
2025
Q1 | $219K | Buy |
2,894
+14
| +0.5% | +$1.06K | 0.04% | 167 |
|
|
2024
Q4 | $202K | Sell |
2,880
-241
| -8% | -$16.9K | 0.04% | 171 |
|
|
2024
Q3 | $244K | Sell |
3,121
-50
| -2% | -$3.9K | 0.04% | 150 |
|
|
2024
Q2 | $230K | Hold |
3,171
| – | – | 0.05% | 140 |
|
|
2024
Q1 | $235K | Sell |
3,171
-500
| -14% | -$37.1K | 0.05% | 132 |
|
|
2023
Q4 | $258K | Hold |
3,671
| – | – | 0.06% | 120 |
|
|
2023
Q3 | $236K | Buy |
+3,671
| New | +$236K | 0.06% | 114 |
|