Destiny 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 | $405K | Sell |
4,857
-56
| -1% | -$4.68K | 0.05% | 132 |
|
|
2025
Q1 | $372K | Buy |
4,913
+1,359
| +38% | +$103K | 0.06% | 121 |
|
|
2024
Q4 | $250K | Buy |
3,554
+813
| +30% | +$57.1K | 0.04% | 145 |
|
|
2024
Q3 | $214K | Buy |
+2,741
| New | +$214K | 0.04% | 157 |
|
|
2024
Q2 | – | Sell |
-2,759
| Closed | -$205K | – | 164 |
|
|
2024
Q1 | $205K | Sell |
2,759
-596
| -18% | -$44.2K | 0.04% | 154 |
|
|
2023
Q4 | $232K | Sell |
3,355
-300
| -8% | -$20.8K | 0.04% | 144 |
|
|
2023
Q3 | $235K | Hold |
3,655
| – | – | 0.05% | 149 |
|
|
2023
Q2 | $253K | Buy |
+3,655
| New | +$253K | 0.05% | 145 |
|
|
2023
Q1 | – | Sell |
-1,715
| Closed | -$106K | – | 382 |
|
|
2022
Q4 | $106K | Sell |
1,715
-35
| -2% | -$2.16K | 0.02% | 225 |
|
|
2022
Q3 | $92K | Sell |
1,750
-1,572
| -47% | -$82.6K | 0.02% | 230 |
|
|
2022
Q2 | $195K | Sell |
3,322
-636
| -16% | -$37.3K | 0.04% | 190 |
|
|
2022
Q1 | $275K | Sell |
3,958
-416
| -10% | -$28.9K | 0.05% | 139 |
|
|
2021
Q4 | $326K | Sell |
4,374
-146
| -3% | -$10.9K | 0.06% | 135 |
|
|
2021
Q3 | $336K | Sell |
4,520
-355
| -7% | -$26.4K | 0.07% | 131 |
|
|
2021
Q2 | $365K | Sell |
4,875
-143
| -3% | -$10.7K | 0.07% | 142 |
|
|
2021
Q1 | $362K | Sell |
5,018
-304
| -6% | -$21.9K | 0.08% | 119 |
|
|
2020
Q4 | $368K | Buy |
+5,322
| New | +$368K | 0.08% | 124 |
|