IW
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Instrumental Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Instrumental Wealth’s Portfolio IEFA Stock Details IEFA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.73M Buy
106,196
+2,388
+2% +$196K 6.94% 6
2025
Q1 		$8.11M Buy
103,808
+4,434
+4% +$346K 7.34% 5
2024
Q4 		$7.51M Buy
+99,374
New +$7.51M 7.11% 7