Curated Wealth Partners’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 | $1.24M | Hold |
14,880
| – | – | 0.15% | 44 |
|
|
2025
Q1 | $1.13M | Sell |
14,880
-1,280
| -8% | -$96.8K | 0.15% | 46 |
|
|
2024
Q4 | $1.14M | Buy |
+16,160
| New | +$1.14M | 0.13% | 46 |
|
|
2024
Q3 | – | Sell |
-4,294
| Closed | -$312K | – | 135 |
|
|
2024
Q2 | $312K | Buy |
+4,294
| New | +$312K | 0.04% | 105 |
|
|
2022
Q4 | – | Sell |
-5,450
| Closed | -$287K | – | 133 |
|
|
2022
Q3 | $287K | Sell |
5,450
-370
| -6% | -$19.5K | 0.08% | 96 |
|
|
2022
Q2 | $343K | Buy |
+5,820
| New | +$343K | 0.1% | 91 |
|