Hart & Patterson Financial Group’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
2024
Q4
$1.2M Sell
17,022
-89
-0.5% -$6.26K 0.58% 39
2024
Q3
$1.34M Sell
17,111
-61
-0.4% -$4.76K 0.63% 39
2024
Q2
$1.25M Sell
17,172
-407
-2% -$29.6K 0.62% 37
2024
Q1
$1.3M Sell
17,579
-623
-3% -$46.2K 0.65% 35
2023
Q4
$1.28M Buy
+18,202
New +$1.28M 0.67% 30