Cyndeo 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 | $2.37M | Buy |
28,350
+1,075
| +4% | +$89.7K | 0.14% | 152 |
|
|
2025
Q1 | $2.06M | Buy |
27,275
+2,673
| +11% | +$202K | 0.14% | 159 |
|
|
2024
Q4 | $1.73M | Buy |
24,602
+1,850
| +8% | +$130K | 0.12% | 176 |
|
|
2024
Q3 | $1.78M | Buy |
22,752
+1,570
| +7% | +$123K | 0.12% | 173 |
|
|
2024
Q2 | $1.54M | Buy |
21,182
+3,060
| +17% | +$222K | 0.12% | 179 |
|
|
2024
Q1 | $1.35M | Buy |
18,122
+3,153
| +21% | +$234K | 0.11% | 180 |
|
|
2023
Q4 | $1.05M | Buy |
14,969
+2,569
| +21% | +$181K | 0.1% | 182 |
|
|
2023
Q3 | $798K | Buy |
12,400
+265
| +2% | +$17.1K | 0.08% | 189 |
|
|
2023
Q2 | $819K | Sell |
12,135
-227
| -2% | -$15.3K | 0.09% | 181 |
|
|
2023
Q1 | $826K | Buy |
12,362
+857
| +7% | +$57.3K | 0.09% | 185 |
|
|
2022
Q4 | $709K | Buy |
+11,505
| New | +$709K | 0.08% | 187 |
|