Certus 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 | $2.19M | Sell |
26,268
-275
| -1% | -$23K | 1.41% | 19 |
|
|
2025
Q1 | $2.13M | Sell |
26,543
-406
| -2% | -$32.6K | 1.45% | 18 |
|
|
2024
Q4 | $2.01M | Sell |
26,949
-26
| -0.1% | -$1.94K | 1.34% | 18 |
|
|
2024
Q3 | $2.11M | Sell |
26,975
-759
| -3% | -$59.2K | 1.47% | 18 |
|
|
2024
Q2 | $2.01M | Buy |
27,734
+130
| +0.5% | +$9.44K | 1.53% | 19 |
|
|
2024
Q1 | $2.03M | Sell |
27,604
-9,647
| -26% | -$708K | 1.61% | 17 |
|
|
2023
Q4 | $2.62M | Sell |
37,251
-5,650
| -13% | -$397K | 2.22% | 13 |
|
|
2023
Q3 | $2.76M | Sell |
42,901
-30,436
| -42% | -$1.96M | 2.64% | 11 |
|
|
2023
Q2 | $4.95M | Buy |
+73,337
| New | +$4.95M | 4.92% | 5 |
|