Journey Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Buy |
63,277
+9,916
| +19% | +$828K | 0.17% | 45 |
|
|
2025
Q1 | $4.04M | Sell |
53,361
-1,255
| -2% | -$94.9K | 0.14% | 50 |
|
|
2024
Q4 | $3.84M | Sell |
54,616
-69
| -0.1% | -$4.85K | 0.14% | 45 |
|
|
2024
Q3 | $4.27M | Buy |
54,685
+37,747
| +223% | +$2.95M | 0.16% | 37 |
|
|
2024
Q2 | $1.23M | Buy |
16,938
+5,860
| +53% | +$426K | 0.05% | 75 |
|
|
2024
Q1 | $822K | Sell |
11,078
-2,237
| -17% | -$166K | 0.04% | 89 |
|
|
2023
Q4 | $937K | Sell |
13,315
-1,986
| -13% | -$140K | 0.04% | 67 |
|
|
2023
Q3 | $985K | Sell |
15,301
-1,121
| -7% | -$72.1K | 0.05% | 59 |
|
|
2023
Q2 | $1.11M | Sell |
16,422
-3,692
| -18% | -$249K | 0.05% | 52 |
|
|
2023
Q1 | $1.34M | Sell |
20,114
-402
| -2% | -$26.9K | 0.14% | 45 |
|
|
2022
Q4 | $1.26M | Buy |
+20,516
| New | +$1.26M | 0.15% | 48 |
|