Centurion 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
$547K Buy
6,552
+3
+0% +$250 0.16% 114
2025
Q1
$460K Hold
6,549
0.14% 113
2024
Q4
$460K Sell
6,549
-313
-5% -$22K 0.14% 113
2024
Q3
$536K Buy
+6,862
New +$536K 0.17% 94
2024
Q1
$509K Sell
6,860
-11
-0.2% -$816 0.2% 87
2023
Q4
$483K Buy
6,871
+1
+0% +$70 0.21% 82
2023
Q3
$442K Sell
6,870
-574
-8% -$36.9K 0.22% 82
2023
Q2
$502K Buy
7,444
+1
+0% +$67 0.24% 71
2023
Q1
$498K Sell
7,443
-128
-2% -$8.56K 0.25% 71
2022
Q4
$467K Buy
+7,571
New +$467K 0.26% 74