Elevatus Welath 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 | $853K | Hold |
10,216
| – | – | 0.28% | 50 |
|
|
2025
Q1 | $773K | Hold |
10,216
| – | – | 0.44% | 41 |
|
|
2024
Q4 | $718K | Sell |
10,216
-1,287
| -11% | -$90.5K | 0.25% | 46 |
|
|
2024
Q3 | $898K | Buy |
11,503
+1,693
| +17% | +$132K | 0.29% | 43 |
|
|
2024
Q2 | $713K | Buy |
9,810
+23
| +0.2% | +$1.67K | 0.27% | 60 |
|
|
2024
Q1 | $726K | Sell |
9,787
-869
| -8% | -$64.5K | 0.29% | 45 |
|
|
2023
Q4 | $750K | Sell |
10,656
-3,244
| -23% | -$228K | 0.34% | 43 |
|
|
2023
Q3 | $894K | Buy |
+13,900
| New | +$894K | 0.81% | 25 |
|