GGM Wealth Advisors’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
Q1 | $1.46M | Buy |
18,507
+1,265
| +7% | +$99.5K | 0.81% | 37 |
|
|
2024
Q4 | $1.21M | Sell |
17,242
-3,561
| -17% | -$250K | 0.63% | 40 |
|
|
2024
Q3 | $1.62M | Buy |
20,803
+2,262
| +12% | +$177K | 0.7% | 36 |
|
|
2024
Q2 | $1.35M | Buy |
18,541
+719
| +4% | +$52.2K | 0.62% | 41 |
|
|
2024
Q1 | $1.32M | Buy |
17,822
+5,699
| +47% | +$421K | 0.61% | 40 |
|
|
2023
Q4 | $848K | Buy |
12,123
+925
| +8% | +$64.7K | 0.35% | 56 |
|
|
2023
Q3 | $721K | Buy |
11,198
+107
| +1% | +$6.89K | 0.31% | 59 |
|
|
2023
Q2 | $744K | Buy |
11,091
+188
| +2% | +$12.6K | 0.3% | 61 |
|
|
2023
Q1 | $728K | Sell |
10,903
-504
| -4% | -$33.7K | 0.42% | 40 |
|
|
2022
Q4 | $729K | Sell |
11,407
-3,267
| -22% | -$209K | 0.38% | 50 |
|
|
2022
Q3 | $817K | Buy |
14,674
+292
| +2% | +$16.3K | 0.44% | 48 |
|
|
2022
Q2 | $830K | Buy |
14,382
+2,144
| +18% | +$124K | 0.46% | 46 |
|
|
2022
Q1 | $831K | Buy |
+12,238
| New | +$831K | 0.42% | 52 |
|