Capital Advisors Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Capital Advisors Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$889K	Buy
2025 Q2	$241K	Sell
2025 Q1	$219K	Buy
2024 Q4	$202K	Sell
2024 Q3	$244K	Sell
2024 Q2	$230K	Hold
2024 Q1	$235K	Sell
2023 Q4	$258K	Hold
2023 Q3	$236K	Buy