Kathleen S. Wright Associates’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 | $134K | Hold |
1,601
| – | – | 0.05% | 116 |
|
|
2025
Q1 | $121K | Buy |
+1,601
| New | +$121K | 0.05% | 119 |
|
|
2022
Q4 | – | Sell |
-2,150
| Closed | -$113K | – | 200 |
|
|
2022
Q3 | $113K | Buy |
2,150
+59
| +3% | +$3.1K | 0.09% | 95 |
|
|
2022
Q2 | $123K | Buy |
2,091
+154
| +8% | +$9.06K | 0.1% | 86 |
|
|
2022
Q1 | $135K | Buy |
1,937
+112
| +6% | +$7.81K | 0.1% | 88 |
|
|
2021
Q4 | $136K | Buy |
+1,825
| New | +$136K | 0.1% | 88 |
|