Centennial Wealth Advisory’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 | $388K | Buy |
4,648
+14
| +0.3% | +$1.17K | 0.12% | 117 |
|
|
2025
Q1 | $351K | Sell |
4,634
-910
| -16% | -$68.8K | 0.13% | 112 |
|
|
2024
Q4 | $390K | Sell |
5,544
-2,813
| -34% | -$198K | 0.15% | 87 |
|
|
2024
Q3 | $652K | Buy |
+8,357
| New | +$652K | 0.25% | 40 |
|
|
2021
Q4 | – | Sell |
-49,320
| Closed | -$3.66M | – | 97 |
|
|
2021
Q3 | $3.66M | Buy |
49,320
+5,243
| +12% | +$389K | 2.19% | 15 |
|
|
2021
Q2 | $3.3M | Buy |
+44,077
| New | +$3.3M | 2.06% | 20 |
|