Icon Wealth Advisors’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 | $1.67M | Buy |
20,018
+281
| +1% | +$23.5K | 0.12% | 135 |
|
|
2025
Q1 | $1.49M | Sell |
19,737
-421
| -2% | -$31.8K | 0.12% | 124 |
|
|
2024
Q4 | $1.42M | Buy |
20,158
+314
| +2% | +$22.1K | 0.12% | 128 |
|
|
2024
Q3 | $1.55M | Buy |
19,844
+67
| +0.3% | +$5.23K | 0.13% | 115 |
|
|
2024
Q2 | $1.48M | Buy |
19,777
+464
| +2% | +$34.7K | 0.13% | 117 |
|
|
2024
Q1 | $1.43M | Buy |
19,313
+485
| +3% | +$36K | 0.13% | 121 |
|
|
2023
Q4 | $1.32M | Buy |
+18,828
| New | +$1.32M | 0.14% | 111 |
|
|
2022
Q4 | $3.05M | Sell |
49,502
-1,159
| -2% | -$71.4K | 0.35% | 69 |
|
|
2022
Q3 | $2.67M | Buy |
+50,661
| New | +$2.67M | 0.32% | 74 |
|