KFG 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 | $347K | Sell |
4,155
-7,506
| -64% | -$627K | 0.06% | 150 |
|
|
2025
Q1 | $882K | Sell |
11,661
-778
| -6% | -$58.9K | 0.16% | 73 |
|
|
2024
Q4 | $874K | Buy |
12,439
+300
| +2% | +$21.1K | 0.16% | 65 |
|
|
2024
Q3 | $947K | Buy |
12,139
+1,617
| +15% | +$126K | 0.21% | 68 |
|
|
2024
Q2 | $764K | Buy |
10,522
+1,165
| +12% | +$84.6K | 0.3% | 61 |
|
|
2024
Q1 | $694K | Buy |
9,357
+2,662
| +40% | +$198K | 0.29% | 68 |
|
|
2023
Q4 | $471K | Sell |
6,695
-525
| -7% | -$36.9K | 0.21% | 79 |
|
|
2023
Q3 | $465K | Buy |
7,220
+2,222
| +44% | +$143K | 0.25% | 74 |
|
|
2023
Q2 | $337K | Buy |
4,998
+866
| +21% | +$58.5K | 0.2% | 83 |
|
|
2023
Q1 | $284K | Buy |
+4,132
| New | +$284K | 0.2% | 64 |
|