Invenio Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,503
Closed -$209K 102
2024
Q3
$209K Buy
+2,503
New +$209K 0.09% 97
2024
Q1
Sell
-2,973
Closed -$224K 100
2023
Q4
$224K Sell
2,973
-145
-5% -$10.9K 0.16% 85
2023
Q3
$215K Buy
+3,118
New +$215K 0.2% 80