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