Golden State Equity Partners’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 | $1.04M | Buy |
12,414
+527
| +4% | +$44K | 0.19% | 136 |
|
|
2025
Q1 | $899K | Buy |
11,887
+760
| +7% | +$57.5K | 0.18% | 146 |
|
|
2024
Q4 | $782K | Buy |
11,127
+3,507
| +46% | +$246K | 0.15% | 168 |
|
|
2024
Q3 | $595K | Buy |
7,620
+1,369
| +22% | +$107K | 0.31% | 59 |
|
|
2024
Q2 | $454K | Buy |
+6,251
| New | +$454K | 0.09% | 239 |
|
|
2023
Q4 | $261K | Buy |
+3,715
| New | +$261K | 0.06% | 311 |
|