Institute for 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 | $587K | Sell |
7,029
-115
| -2% | -$9.6K | 0.07% | 279 |
|
|
2025
Q1 | $540K | Sell |
7,144
-39
| -0.5% | -$2.95K | 0.07% | 279 |
|
|
2024
Q4 | $505K | Buy |
7,183
+115
| +2% | +$8.08K | 0.06% | 286 |
|
|
2024
Q3 | $552K | Hold |
7,068
| – | – | 0.07% | 277 |
|
|
2024
Q2 | $513K | Buy |
+7,068
| New | +$513K | 0.07% | 273 |
|
|
2020
Q1 | – | Sell |
-234
| Closed | -$15K | – | 501 |
|
|
2019
Q4 | $15K | Buy |
+234
| New | +$15K | ﹤0.01% | 577 |
|