Daymark 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 | $1.26M | Buy |
15,061
+1,709
| +13% | +$143K | 0.05% | 233 |
|
|
2025
Q1 | $1.01M | Sell |
13,352
-801
| -6% | -$60.6K | 0.04% | 240 |
|
|
2024
Q4 | $995K | Sell |
14,153
-601
| -4% | -$42.2K | 0.04% | 242 |
|
|
2024
Q3 | $1.15M | Sell |
14,754
-925
| -6% | -$72.2K | 0.05% | 230 |
|
|
2024
Q2 | $1.14M | Buy |
15,679
+4,640
| +42% | +$337K | 0.05% | 220 |
|
|
2024
Q1 | $819K | Sell |
11,039
-202
| -2% | -$15K | 0.04% | 216 |
|
|
2023
Q4 | $791K | Buy |
11,241
+1,047
| +10% | +$73.7K | 0.05% | 209 |
|
|
2023
Q3 | $656K | Buy |
10,194
+1,981
| +24% | +$127K | 0.05% | 212 |
|
|
2023
Q2 | $554K | Sell |
8,213
-5
| -0.1% | -$338 | 0.04% | 222 |
|
|
2023
Q1 | $549K | Buy |
8,218
+4,049
| +97% | +$271K | 0.07% | 177 |
|
|
2022
Q4 | $257K | Buy |
+4,169
| New | +$257K | 0.05% | 197 |
|