Gray Private Wealth’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 | $429K | Sell |
5,142
-2,332
| -31% | -$195K | 0.23% | 27 |
|
|
2025
Q1 | $565K | Buy |
7,474
+913
| +14% | +$69.1K | 0.34% | 22 |
|
|
2024
Q4 | $461K | Buy |
6,561
+2,866
| +78% | +$201K | 0.27% | 23 |
|
|
2024
Q3 | $288K | Hold |
3,695
| – | – | 0.17% | 28 |
|
|
2024
Q2 | $268K | Sell |
3,695
-152
| -4% | -$11K | 0.17% | 29 |
|
|
2024
Q1 | $286K | Buy |
+3,847
| New | +$286K | 0.19% | 27 |
|