CM Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Buy |
11,573
+434
| +4% | +$36.2K | 0.28% | 29 |
|
|
2025
Q1 | $843K | Sell |
11,139
-114
| -1% | -$8.62K | 0.27% | 34 |
|
|
2024
Q4 | $791K | Sell |
11,253
-79
| -0.7% | -$5.55K | 0.26% | 36 |
|
|
2024
Q3 | $884K | Sell |
11,332
-564
| -5% | -$44K | 0.29% | 32 |
|
|
2024
Q2 | $864K | Sell |
11,896
-12,881
| -52% | -$936K | 0.41% | 20 |
|
|
2024
Q1 | $1.83M | Buy |
24,777
+12,027
| +94% | +$891K | 0.52% | 27 |
|
|
2023
Q4 | $897K | Sell |
12,750
-440
| -3% | -$31K | 0.39% | 23 |
|
|
2023
Q3 | $874K | Buy |
+13,190
| New | +$874K | 0.34% | 24 |
|
|
2023
Q2 | – | Sell |
-13,092
| Closed | -$890K | – | 293 |
|
|
2023
Q1 | $890K | Hold |
13,092
| – | – | 0.17% | 179 |
|
|
2022
Q4 | $809K | Sell |
13,092
-2,600
| -17% | -$161K | 0.41% | 22 |
|
|
2022
Q3 | $826M | Hold |
15,692
| – | – | 0.46% | 22 |
|
|
2022
Q2 | $923K | Buy |
+15,692
| New | +$923K | 0.57% | 21 |
|