Elk River Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$227K Buy
2024
Q2
Sell
2024
Q1
$264K Sell
2023
Q4
$873K Buy
2023
Q3
$566K Sell
2023
Q2
$596K Buy
2023
Q1
$578K Buy
2022
Q4
$469K Buy
2022
Q3
$316K Sell
2022
Q2
$9.36M Sell
2022
Q1
$11.2M Buy
2021
Q4
$10.7M Buy
2021
Q3
$9.75M Buy
2021
Q2
$8.77M Buy
2021
Q1
$7.46M Buy
2020
Q4
$4.56M Buy