Copia 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
$419K Buy
5,020
+311
+7% +$26K 0.35% 57
2025
Q1
$356K Sell
4,709
-492
-9% -$37.2K 0.33% 59
2024
Q4
$366K Buy
+5,201
New +$366K 0.35% 58