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Goldstein Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.21M Sell
14,448
-436
-3% -$36.4K 0.16% 53
2025
Q1
$1.13M Sell
14,884
-917
-6% -$69.4K 0.16% 50
2024
Q4
$1.11M Sell
15,801
-166
-1% -$11.7K 0.16% 48
2024
Q3
$1.25M Buy
15,967
+904
+6% +$70.6K 0.19% 43
2024
Q2
$1.09M Buy
15,063
+1,828
+14% +$133K 0.18% 45
2024
Q1
$982K Sell
13,235
-348
-3% -$25.8K 0.17% 51
2023
Q4
$956K Sell
13,583
-59
-0.4% -$4.15K 0.16% 74
2023
Q3
$878K Sell
13,642
-463
-3% -$29.8K 0.18% 48
2023
Q2
$952K Sell
14,105
-1,995
-12% -$135K 0.2% 47
2023
Q1
$1.08M Sell
16,100
-567
-3% -$37.9K 0.24% 47
2022
Q4
$1.03M Buy
+16,667
New +$1.03M 0.25% 46