Gentry Private Wealth’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
$2.8M Buy
33,502
+1,620
+5% +$135K 2.14% 5
2025
Q1
$2.41M Buy
+31,882
New +$2.41M 1.98% 5
2024
Q4
Sell
-5,570
Closed -$435K 54
2024
Q3
$435K Buy
5,570
+444
+9% +$34.7K 0.36% 49
2024
Q2
$372K Buy
+5,126
New +$372K 0.33% 57