Kaydan Wealth Management’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 | $4.13M | Buy |
49,439
+8,498
| +21% | +$709K | 1.35% | 14 |
|
|
2025
Q1 | $3.1M | Buy |
40,941
+5,189
| +15% | +$393K | 0.99% | 18 |
|
|
2024
Q4 | $2.51M | Sell |
35,752
-203,933
| -85% | -$14.3M | 0.84% | 21 |
|
|
2024
Q3 | $18.7M | Sell |
239,685
-761
| -0.3% | -$59.4K | 5.52% | 9 |
|
|
2024
Q2 | $17.5M | Buy |
240,446
+92,729
| +63% | +$6.74M | 6.19% | 6 |
|
|
2024
Q1 | $11M | Buy |
147,717
+1,502
| +1% | +$111K | 3.74% | 10 |
|
|
2023
Q4 | $10.3M | Sell |
146,215
-114,202
| -44% | -$8.03M | 4.18% | 10 |
|
|
2023
Q3 | $16.8M | Sell |
260,417
-116,446
| -31% | -$7.49M | 6.69% | 5 |
|
|
2023
Q2 | $25.4M | Buy |
376,863
+110,555
| +42% | +$7.46M | 10.66% | 5 |
|
|
2023
Q1 | $17.8M | Buy |
266,308
+121,283
| +84% | +$8.11M | 7.3% | 4 |
|
|
2022
Q4 | $8.94M | Buy |
145,025
+127,815
| +743% | +$7.88M | 3.57% | 5 |
|
|
2022
Q3 | $906K | Buy |
17,210
+1,085
| +7% | +$57.1K | 0.5% | 25 |
|
|
2022
Q2 | $949K | Sell |
16,125
-1,814
| -10% | -$107K | 0.53% | 29 |
|
|
2022
Q1 | $1.25M | Sell |
17,939
-88,405
| -83% | -$6.15M | 0.55% | 30 |
|
|
2021
Q4 | $7.94M | Buy |
+106,344
| New | +$7.94M | 3.01% | 9 |
|