GC Wealth Management RIA’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 | $810K | Buy |
9,697
+4,770
| +97% | +$398K | 0.07% | 232 |
|
|
2025
Q1 | $373K | Sell |
4,927
-312
| -6% | -$23.6K | 0.07% | 219 |
|
|
2024
Q4 | $368K | Sell |
5,239
-934
| -15% | -$65.6K | 0.06% | 211 |
|
|
2024
Q3 | $482K | Sell |
6,173
-8,719
| -59% | -$681K | 0.08% | 196 |
|
|
2024
Q2 | $1.08M | Buy |
14,892
+819
| +6% | +$59.5K | 0.21% | 96 |
|
|
2024
Q1 | $1.04M | Buy |
14,073
+4,999
| +55% | +$371K | 0.21% | 97 |
|
|
2023
Q4 | $638K | Buy |
+9,074
| New | +$638K | 0.29% | 92 |
|