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 |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $930K | Buy |
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|
2024
Q4 | $516K | Buy |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $263K | Buy |
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|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $333K | Buy |
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|
2023
Q1 | $310K | Hold |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $294K | Buy |
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