Kingswood Wealth Advisors’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 | $1.3M | Sell |
15,578
-1,970
| -11% | -$164K | 0.1% | 213 |
|
|
2025
Q1 | $1.33M | Sell |
17,548
-2,150
| -11% | -$163K | 0.12% | 200 |
|
|
2024
Q4 | $1.38M | Sell |
19,698
-1,849
| -9% | -$130K | 0.1% | 208 |
|
|
2024
Q3 | $1.68M | Buy |
21,547
+8,200
| +61% | +$640K | 0.12% | 196 |
|
|
2024
Q2 | $970K | Sell |
13,347
-833
| -6% | -$60.5K | 0.09% | 239 |
|
|
2024
Q1 | $1.05M | Buy |
14,180
+9,754
| +220% | +$724K | 0.12% | 194 |
|
|
2023
Q4 | $311K | Buy |
+4,426
| New | +$311K | 0.04% | 465 |
|