Dynasty Wealth Management’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 | $251M | Sell |
3,005,172
-355,405
| -11% | -$29.7M | 4.27% | 8 |
|
|
2025
Q1 | $254M | Sell |
3,360,577
-304,008
| -8% | -$23M | 4.24% | 8 |
|
|
2024
Q4 | $258M | Sell |
3,664,585
-35,874
| -1% | -$2.52M | 4.44% | 7 |
|
|
2024
Q3 | $198M | Buy |
3,700,459
+1,572,234
| +74% | +$84.2M | 5.99% | 5 |
|
|
2024
Q2 | $155M | Sell |
2,128,225
-744,567
| -26% | -$54.1M | 4.56% | 8 |
|
|
2024
Q1 | $213M | Buy |
+2,872,792
| New | +$213M | 6.8% | 4 |
|