Enzi Wealth’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 | $513K | Hold |
6,173
| – | – | 0.19% | 40 |
|
|
2025
Q1 | $480K | Hold |
6,173
| – | – | 0.19% | 38 |
|
|
2024
Q4 | $448K | Sell |
6,173
-1,427
| -19% | -$104K | 0.17% | 41 |
|
|
2024
Q3 | $584K | Hold |
7,600
| – | – | 0.23% | 31 |
|
|
2024
Q2 | $564K | Sell |
7,600
-70
| -0.9% | -$5.2K | 0.25% | 31 |
|
|
2024
Q1 | $549K | Hold |
7,670
| – | – | 0.26% | 27 |
|
|
2023
Q4 | $530K | Sell |
7,670
-1,952
| -20% | -$135K | 0.25% | 30 |
|
|
2023
Q3 | $613K | Sell |
9,622
-3,942
| -29% | -$251K | 0.33% | 23 |
|
|
2023
Q2 | $941K | Sell |
13,564
-5,730
| -30% | -$398K | 0.48% | 21 |
|
|
2023
Q1 | $1.32M | Sell |
19,294
-9,840
| -34% | -$672K | 0.68% | 20 |
|
|
2022
Q4 | $1.95M | Sell |
29,134
-4,087
| -12% | -$273K | 0.93% | 19 |
|
|
2022
Q3 | $2.05M | Buy |
+33,221
| New | +$2.05M | 1% | 20 |
|