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Continuum Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Continuum Wealth Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-87,947
Closed -$5.66M – 52
2023
Q3 		$5.66M Buy
87,947
+5,373
+7% +$346K 3.99% 10
2023
Q2 		$5.57M Buy
+82,574
New +$5.57M 3.95% 10