CarsonAllaria 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
$77K Hold
922
0.04% 116
2025
Q1
$69.7K Hold
922
0.04% 119
2024
Q4
$64.8K Sell
922
-7
-0.8% -$492 0.04% 120
2024
Q3
$72.5K Buy
929
+7
+0.8% +$546 0.04% 115
2024
Q2
$67K Sell
922
-79
-8% -$5.74K 0.04% 116
2024
Q1
$74.3K Sell
1,001
-144
-13% -$10.7K 0.05% 119
2023
Q4
$80.6K Buy
+1,145
New +$80.6K 0.06% 100