Golden State Wealth Management’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 | $418K | Buy |
5,011
+56
| +1% | +$4.68K | 0.05% | 265 |
|
|
2025
Q1 | $375K | Buy |
4,955
+103
| +2% | +$7.79K | 0.06% | 256 |
|
|
2024
Q4 | $341K | Buy |
+4,852
| New | +$341K | 0.05% | 258 |
|
|
2022
Q1 | $303K | Sell |
4,365
-1,617
| -27% | -$112K | 0.06% | 236 |
|
|
2021
Q4 | $446K | Buy |
5,982
+1,693
| +39% | +$126K | 0.08% | 232 |
|
|
2021
Q3 | $319K | Buy |
4,289
+1,090
| +34% | +$81.1K | 0.07% | 225 |
|
|
2021
Q2 | $239K | Sell |
3,199
-231
| -7% | -$17.3K | 0.05% | 257 |
|
|
2021
Q1 | $247K | Sell |
3,430
-525
| -13% | -$37.8K | 0.08% | 169 |
|
|
2020
Q4 | $273K | Buy |
3,955
+979
| +33% | +$67.6K | 0.08% | 189 |
|
|
2020
Q3 | $179K | Buy |
+2,976
| New | +$179K | 0.06% | 202 |
|
|
2020
Q2 | – | Sell |
-3,147
| Closed | -$157K | – | 510 |
|
|
2020
Q1 | $157K | Buy |
+3,147
| New | +$157K | 0.07% | 188 |
|
|
2019
Q4 | – | Sell |
-1,124
| Closed | -$69K | – | 456 |
|
|
2019
Q3 | $69K | Buy |
1,124
+468
| +71% | +$28.7K | 0.02% | 371 |
|
|
2019
Q2 | $40K | Sell |
656
-222
| -25% | -$13.5K | 0.01% | 500 |
|
|
2019
Q1 | $53K | Buy |
+878
| New | +$53K | 0.02% | 423 |
|