Enzi Wealth’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
Q3
$543K Hold
2025
Q2
$513K Hold
2025
Q1
$480K Hold
2024
Q4
$448K Sell
2024
Q3
$584K Hold
2024
Q2
$564K Sell
2024
Q1
$549K Hold
2023
Q4
$530K Sell
2023
Q3
$613K Sell
2023
Q2
$941K Sell
2023
Q1
$1.32M Sell
2022
Q4
$1.95M Sell
2022
Q3
$2.04M Buy