KDK Private 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
$746K Sell
8,934
-210
-2% -$17.5K 0.8% 23
2025
Q1
$689K Sell
9,144
-115
-1% -$8.67K 0.79% 25
2024
Q4
$651K Buy
+9,259
New +$651K 0.68% 28