FSM Wealth Advisors’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
$1.17M Buy
2025
Q2
$1.05M Buy
2025
Q1
$930K Buy
2024
Q4
$516K Buy
2024
Q3
$271K Buy
2024
Q1
Sell
2023
Q4
$263K Buy
2023
Q3
$227K Sell
2023
Q2
$333K Buy
2023
Q1
$310K Hold
2022
Q4
$286K Sell
2022
Q3
$248K Sell
2022
Q2
$294K Buy