Kohmann Bosshard Financial Services’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 | $682K | Buy |
8,164
+1,707
| +26% | +$143K | 0.08% | 99 |
|
|
2025
Q1 | $488K | Hold |
6,457
| – | – | 0.06% | 123 |
|
|
2024
Q4 | $454K | Hold |
6,457
| – | – | 0.05% | 117 |
|
|
2024
Q3 | $504K | Hold |
6,457
| – | – | 0.06% | 112 |
|
|
2024
Q2 | $469K | Sell |
6,457
-123
| -2% | -$8.94K | 0.06% | 112 |
|
|
2024
Q1 | $488K | Hold |
6,580
| – | – | 0.07% | 109 |
|
|
2023
Q4 | $463K | Hold |
6,580
| – | – | 0.07% | 111 |
|
|
2023
Q3 | $423K | Hold |
6,580
| – | – | 0.07% | 110 |
|
|
2023
Q2 | $444K | Buy |
+6,580
| New | +$444K | 0.08% | 104 |
|