Grand 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 | $555K | Sell |
6,646
-428
| -6% | -$35.7K | 0.29% | 25 |
|
|
2025
Q1 | $535K | Sell |
7,074
-556
| -7% | -$42.1K | 0.29% | 22 |
|
|
2024
Q4 | $536K | Hold |
7,630
| – | – | 0.3% | 23 |
|
|
2024
Q3 | $595K | Sell |
7,630
-1,655
| -18% | -$129K | 0.34% | 22 |
|
|
2024
Q2 | $674K | Sell |
9,285
-455
| -5% | -$33.1K | 0.4% | 22 |
|
|
2024
Q1 | $723K | Buy |
9,740
+1
| +0% | +$74 | 0.34% | 26 |
|
|
2023
Q4 | $685K | Sell |
9,739
-135
| -1% | -$9.5K | 0.37% | 25 |
|
|
2023
Q3 | $635K | Buy |
9,874
+638
| +7% | +$41.1K | 0.39% | 27 |
|
|
2023
Q2 | $623K | Hold |
9,236
| – | – | 0.37% | 27 |
|
|
2023
Q1 | $617K | Sell |
9,236
-591
| -6% | -$39.5K | 0.37% | 27 |
|
|
2022
Q4 | $606K | Sell |
9,827
-2,962
| -23% | -$183K | 0.38% | 27 |
|
|
2022
Q3 | $674K | Sell |
12,789
-671
| -5% | -$35.4K | 0.35% | 26 |
|
|
2022
Q2 | $792K | Buy |
13,460
+60
| +0.4% | +$3.53K | 0.4% | 21 |
|
|
2022
Q1 | $931K | Hold |
13,400
| – | – | 0.44% | 20 |
|
|
2021
Q4 | $1M | Buy |
+13,400
| New | +$1M | 0.45% | 19 |
|