Impact Partnership Wealth’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
Q2
Sell
-696
Closed -$51.7K 440
2024
Q1
$51.7K Sell
696
-1,044
-60% -$77.5K 0.02% 315
2023
Q4
$122K Buy
1,740
+37
+2% +$2.6K 0.04% 223
2023
Q3
$110K Buy
1,703
+577
+51% +$37.1K 0.03% 303
2023
Q2
$76K Buy
+1,126
New +$76K 0.03% 221