Golden Road 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
Q2 | $523K | Buy |
6,264
+800
| +15% | +$66.8K | 0.35% | 26 |
|
|
2025
Q1 | $413K | Hold |
5,464
| – | – | 0.32% | 24 |
|
|
2024
Q4 | $384K | Buy |
5,464
+52
| +1% | +$3.66K | 0.29% | 28 |
|
|
2024
Q3 | $422K | Buy |
5,412
+133
| +3% | +$10.4K | 0.33% | 24 |
|
|
2024
Q2 | $389K | Sell |
5,279
-38
| -0.7% | -$2.8K | 0.32% | 27 |
|
|
2024
Q1 | $395K | Sell |
5,317
-318
| -6% | -$23.6K | 0.33% | 24 |
|
|
2023
Q4 | $396K | Buy |
+5,635
| New | +$396K | 0.38% | 22 |
|