Kathleen S. Wright Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$140K Hold
2025
Q2
$134K Hold
2025
Q1
$121K Buy
2022
Q4
Sell
2022
Q3
$113K Buy
2022
Q2
$123K Buy
2022
Q1
$135K Buy
2021
Q4
$136K Buy