Fortress 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 | $1.2M | Buy |
14,349
+66
| +0.5% | +$5.51K | 0.58% | 36 |
|
|
2025
Q1 | $1.08M | Sell |
14,283
-1,483
| -9% | -$112K | 0.56% | 35 |
|
|
2024
Q4 | $1.11M | Sell |
15,766
-6,132
| -28% | -$431K | 0.54% | 35 |
|
|
2024
Q3 | $1.71M | Sell |
21,898
-49,970
| -70% | -$3.9M | 0.85% | 26 |
|
|
2024
Q2 | $5.22M | Sell |
71,868
-327
| -0.5% | -$23.8K | 2.67% | 12 |
|
|
2024
Q1 | $5.36M | Buy |
72,195
+3,142
| +5% | +$233K | 2.76% | 11 |
|
|
2023
Q4 | $4.86M | Sell |
69,053
-452
| -0.7% | -$31.8K | 2.65% | 11 |
|
|
2023
Q3 | $4.47M | Buy |
69,505
+24
| +0% | +$1.54K | 2.89% | 10 |
|
|
2023
Q2 | $4.69M | Sell |
69,481
-7,790
| -10% | -$526K | 3.04% | 10 |
|
|
2023
Q1 | $5.17M | Buy |
77,271
+6,726
| +10% | +$450K | 3.62% | 7 |
|
|
2022
Q4 | $4.35M | Buy |
70,545
+3,782
| +6% | +$233K | 3.62% | 6 |
|
|
2022
Q3 | $3.52M | Buy |
66,763
+19,231
| +40% | +$1.01M | 3.57% | 7 |
|
|
2022
Q2 | $2.8M | Buy |
47,532
+44,546
| +1,492% | +$2.62M | 2.63% | 14 |
|
|
2022
Q1 | $208K | Buy |
+2,986
| New | +$208K | 0.16% | 55 |
|