Elmwood 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 | $5.33M | Buy |
63,875
+1,468
| +2% | +$123K | 2.11% | 10 |
|
|
2025
Q1 | $4.72M | Buy |
62,407
+99
| +0.2% | +$7.49K | 1.94% | 13 |
|
|
2024
Q4 | $4.38M | Sell |
62,308
-2,841
| -4% | -$200K | 1.77% | 13 |
|
|
2024
Q3 | $5.08M | Buy |
65,149
+13,268
| +26% | +$1.04M | 2.1% | 9 |
|
|
2024
Q2 | $3.77M | Buy |
51,881
+48,507
| +1,438% | +$3.52M | 1.68% | 12 |
|
|
2024
Q1 | $250K | Buy |
+3,374
| New | +$250K | 0.11% | 115 |
|