GSB 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 | $201K | Buy |
2,410
+1,816
| +306% | +$152K | 0.05% | 222 |
|
2025
Q1 | $44.9K | Sell |
594
-4,773
| -89% | -$361K | 0.01% | 213 |
|
2024
Q4 | $377K | Sell |
5,367
-4,282
| -44% | -$301K | 0.1% | 157 |
|
2024
Q3 | $753K | Sell |
9,649
-470
| -5% | -$36.7K | 0.19% | 115 |
|
2024
Q2 | $735K | Buy |
10,119
+342
| +3% | +$24.8K | 0.2% | 111 |
|
2024
Q1 | $726K | Buy |
9,777
+439
| +5% | +$32.6K | 0.2% | 120 |
|
2023
Q4 | $657K | Sell |
9,338
-2,043
| -18% | -$144K | 0.2% | 116 |
|
2023
Q3 | $732K | Buy |
11,381
+444
| +4% | +$28.6K | 0.25% | 107 |
|
2023
Q2 | $738K | Buy |
10,937
+2,980
| +37% | +$201K | 0.24% | 113 |
|
2023
Q1 | $532K | Buy |
7,957
+115
| +1% | +$7.69K | 0.17% | 138 |
|
2022
Q4 | $483K | Buy |
7,842
+1,181
| +18% | +$72.8K | 0.17% | 139 |
|
2022
Q3 | $351K | Buy |
6,661
+436
| +7% | +$23K | 0.13% | 159 |
|
2022
Q2 | $366K | Buy |
6,225
+112
| +2% | +$6.59K | 0.12% | 162 |
|
2022
Q1 | $425K | Buy |
+6,113
| New | +$425K | 0.12% | 167 |
|