Fiduciary Family Office’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
2024
Q4
Sell
-6,981
Closed -$545K 140
2024
Q3
$545K Sell
6,981
-1,169
-14% -$91.2K 0.18% 118
2024
Q2
$592K Sell
8,150
-1,412
-15% -$103K 0.23% 111
2024
Q1
$710K Sell
9,562
-836
-8% -$62K 0.28% 101
2023
Q4
$731K Buy
+10,398
New +$731K 0.32% 73