Elevation 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 | $574K | Sell |
6,874
-124
| -2% | -$10.4K | 0.23% | 66 |
|
|
2025
Q1 | $527K | Buy |
6,998
+369
| +6% | +$27.8K | 0.23% | 65 |
|
|
2024
Q4 | $466K | Sell |
6,629
-695
| -9% | -$48.8K | 0.2% | 72 |
|
|
2024
Q3 | $572K | Sell |
7,324
-37
| -0.5% | -$2.89K | 0.25% | 64 |
|
|
2024
Q2 | $535K | Buy |
7,361
+97
| +1% | +$7.05K | 0.25% | 65 |
|
|
2024
Q1 | $537K | Sell |
7,264
-333
| -4% | -$24.6K | 0.27% | 64 |
|
|
2023
Q4 | $492K | Sell |
7,597
-64
| -0.8% | -$4.15K | 0.3% | 60 |
|
|
2023
Q3 | $493K | Sell |
7,661
-82
| -1% | -$5.28K | 0.43% | 32 |
|
|
2023
Q2 | $548K | Sell |
7,743
-3,167
| -29% | -$224K | 0.46% | 29 |
|
|
2023
Q1 | $729K | Buy |
+10,910
| New | +$729K | 0.67% | 25 |
|