Cypress Point Wealth Management’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 | $442K | Sell |
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|
2025
Q2 | $520K | Sell |
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|
2025
Q1 | $599K | Hold |
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|
2024
Q4 | $556K | Hold |
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|
2024
Q3 | $618K | Hold |
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|
2024
Q2 | $575K | Hold |
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|
2024
Q1 | $587K | Sell |
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|
2023
Q4 | $768K | Buy |
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|
2023
Q3 | $293K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $30K | Buy |
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|
2021
Q2 | $22K | Hold |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $20K | Buy |
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