Institute for Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Institute for Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$617K	Buy
2025 Q2	$587K	Sell
2025 Q1	$540K	Sell
2024 Q4	$505K	Buy
2024 Q3	$552K	Hold
2024 Q2	$513K	Buy
2020 Q1	–	Sell
2019 Q4	$15K	Buy