Clear Point Advisors’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
2024
Q4
Sell
-1,632
Closed -$127K 310
2024
Q3
$127K Hold
1,632
0.1% 133
2024
Q2
$119K Buy
1,632
+21
+1% +$1.53K 0.1% 135
2024
Q1
$120K Sell
1,611
-336
-17% -$24.9K 0.1% 136
2023
Q4
$137K Buy
+1,947
New +$137K 0.12% 123