Cascade Financial Partners’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 | $2.03M | Sell |
24,374
-1,007
| -4% | -$84.1K | 0.24% | 79 |
|
|
2025
Q1 | $1.92M | Buy |
25,381
+1,100
| +5% | +$83.2K | 0.24% | 76 |
|
|
2024
Q4 | $1.71M | Sell |
24,281
-482
| -2% | -$33.9K | 0.22% | 70 |
|
|
2024
Q3 | $1.86M | Buy |
24,763
+1,967
| +9% | +$148K | 0.23% | 70 |
|
|
2024
Q2 | $1.66M | Hold |
22,796
| – | – | 0.22% | 72 |
|
|
2024
Q1 | $1.64M | Buy |
+22,796
| New | +$1.64M | 0.24% | 68 |
|