Forza 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 | $1.26M | Hold |
15,041
| – | – | 0.51% | 45 |
|
|
2025
Q1 | $1.14M | Hold |
15,041
| – | – | 0.51% | 47 |
|
|
2024
Q4 | $1.06M | Sell |
15,041
-1,693
| -10% | -$119K | 0.48% | 51 |
|
|
2024
Q3 | $1.31M | Hold |
16,734
| – | – | 0.6% | 45 |
|
|
2024
Q2 | $1.22M | Hold |
16,734
| – | – | 0.63% | 45 |
|
|
2024
Q1 | $1.24M | Hold |
16,734
| – | – | 0.65% | 45 |
|
|
2023
Q4 | $1.18M | Sell |
16,734
-12,660
| -43% | -$891K | 0.65% | 44 |
|
|
2023
Q3 | $1.89M | Hold |
29,394
| – | – | 0.98% | 27 |
|
|
2023
Q2 | $1.98M | Hold |
29,394
| – | – | 1% | 24 |
|
|
2023
Q1 | $1.96M | Hold |
29,394
| – | – | 1.01% | 24 |
|
|
2022
Q4 | $1.81M | Buy |
+29,394
| New | +$1.81M | 1.2% | 23 |
|