Hassell 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 | $1.91M | Buy |
22,293
+349
| +2% | +$29.8K | 0.7% | 16 |
|
2025
Q1 | $1.63M | Sell |
21,944
-2,729
| -11% | -$202K | 0.69% | 16 |
|
2024
Q4 | $1.81M | Buy |
24,673
+339
| +1% | +$24.9K | 0.73% | 17 |
|
2024
Q3 | $1.8M | Buy |
24,334
+366
| +2% | +$27K | 0.75% | 16 |
|
2024
Q2 | $1.77M | Hold |
23,968
| – | – | 0.79% | 16 |
|
2024
Q1 | $1.73M | Buy |
23,968
+18
| +0.1% | +$1.3K | 1.1% | 13 |
|
2023
Q4 | $1.68M | Buy |
23,950
+462
| +2% | +$32.4K | 1.13% | 12 |
|
2023
Q3 | $1.45M | Buy |
23,488
+284
| +1% | +$17.6K | 1.06% | 14 |
|
2023
Q2 | $1.6M | Buy |
23,204
+487
| +2% | +$33.6K | 1.1% | 14 |
|
2023
Q1 | $1.54M | Buy |
22,717
+20
| +0.1% | +$1.36K | 1.13% | 14 |
|
2022
Q4 | $1.51M | Buy |
+22,697
| New | +$1.51M | 1.13% | 14 |
|