Cassaday & Co 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 | $230K | Sell |
2,760
-1,357
| -33% | -$113K | 0.01% | 312 |
|
|
2025
Q1 | $311K | Buy |
4,117
+550
| +15% | +$41.6K | 0.01% | 252 |
|
|
2024
Q4 | $251K | Sell |
3,567
-226
| -6% | -$15.9K | 0.01% | 280 |
|
|
2024
Q3 | $296K | Sell |
3,793
-1,215
| -24% | -$94.8K | 0.01% | 241 |
|
|
2024
Q2 | $364K | Sell |
5,008
-1,025
| -17% | -$74.5K | 0.01% | 205 |
|
|
2024
Q1 | $448K | Buy |
6,033
+2,429
| +67% | +$180K | 0.01% | 179 |
|
|
2023
Q4 | $254K | Sell |
3,604
-22
| -0.6% | -$1.55K | 0.01% | 237 |
|
|
2023
Q3 | $233K | Buy |
3,626
+22
| +0.6% | +$1.42K | 0.01% | 228 |
|
|
2023
Q2 | $243K | Hold |
3,604
| – | – | 0.01% | 222 |
|
|
2023
Q1 | $241K | Sell |
3,604
-646
| -15% | -$43.2K | 0.01% | 228 |
|
|
2022
Q4 | $262K | Buy |
+4,250
| New | +$262K | 0.01% | 208 |
|