IAG Wealth Partners’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 | $1.75K | Buy |
+21
| New | +$1.75K | ﹤0.01% | 446 |
|
|
2025
Q1 | – | Sell |
-731
| Closed | -$51.4K | – | 513 |
|
|
2024
Q4 | $51.4K | Hold |
731
| – | – | 0.01% | 188 |
|
|
2024
Q3 | $57.1K | Sell |
731
-18
| -2% | -$1.41K | 0.01% | 174 |
|
|
2024
Q2 | $54.4K | Buy |
+749
| New | +$54.4K | 0.01% | 170 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 463 |
|
|
2023
Q3 | – | Sell |
-4
| Closed | -$270 | – | 460 |
|
|
2023
Q2 | $270 | Hold |
4
| – | – | ﹤0.01% | 440 |
|
|
2023
Q1 | $267 | Hold |
4
| – | – | ﹤0.01% | 441 |
|
|
2022
Q4 | $247 | Buy |
+4
| New | +$247 | ﹤0.01% | 427 |
|
|
2022
Q1 | – | Sell |
-575
| Closed | -$43K | – | 454 |
|
|
2021
Q4 | $43K | Buy |
575
+426
| +286% | +$31.9K | 0.01% | 147 |
|
|
2021
Q3 | $12K | Buy |
+149
| New | +$12K | ﹤0.01% | 249 |
|
|
2021
Q2 | – | Sell |
-155
| Closed | -$12K | – | 381 |
|
|
2021
Q1 | $12K | Buy |
155
+106
| +216% | +$8.21K | ﹤0.01% | 240 |
|
|
2020
Q4 | $4K | Hold |
49
| – | – | ﹤0.01% | 303 |
|
|
2020
Q3 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 305 |
|
|
2020
Q1 | – | Sell |
-451
| Closed | -$30K | – | 439 |
|
|
2019
Q4 | $30K | Buy |
+451
| New | +$30K | 0.02% | 145 |
|