Curated Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.39M Buy
2025
Q2
$1.24M Hold
2025
Q1
$1.13M Sell
2024
Q4
$1.14M Buy
2024
Q3
Sell
2024
Q2
$312K Buy
2022
Q4
Sell
2022
Q3
$287K Sell
2022
Q2
$343K Buy