KWB Wealth’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 | $612K | Sell |
8,083
-531
| -6% | -$40.2K | 0.07% | 86 |
|
|
2025
Q1 | $605K | Buy |
8,614
+563
| +7% | +$39.6K | 0.07% | 87 |
|
|
2024
Q4 | $628K | Sell |
8,051
-118
| -1% | -$9.21K | 0.08% | 79 |
|
|
2024
Q3 | $593K | Sell |
8,169
-30
| -0.4% | -$2.18K | 0.08% | 74 |
|
|
2024
Q2 | $609K | Hold |
8,199
| – | – | 0.08% | 74 |
|
|
2024
Q1 | $609K | Buy |
8,199
+765
| +10% | +$56.8K | 0.08% | 75 |
|
|
2023
Q4 | $523K | Sell |
7,434
-47
| -0.6% | -$3.31K | 0.08% | 75 |
|
|
2023
Q3 | $505K | Hold |
7,481
| – | – | 0.08% | 70 |
|
|
2023
Q2 | $505K | Sell |
7,481
-4,739
| -39% | -$320K | 0.08% | 72 |
|
|
2023
Q1 | $753K | Buy |
12,220
+1,186
| +11% | +$73.1K | 0.14% | 55 |
|
|
2022
Q4 | $680K | Sell |
11,034
-11,159
| -50% | -$688K | 0.13% | 56 |
|
|
2022
Q3 | $1.17M | Sell |
22,193
-5,681
| -20% | -$299K | 0.23% | 42 |
|
|
2022
Q2 | $1.64M | Sell |
27,874
-24,735
| -47% | -$1.46M | 0.32% | 37 |
|
|
2022
Q1 | $3.93M | Sell |
52,609
-60
| -0.1% | -$4.48K | 0.65% | 21 |
|
|
2021
Q4 | $3.93M | Sell |
52,669
-6,029
| -10% | -$450K | 0.65% | 21 |
|
|
2021
Q3 | $4.36M | Sell |
58,698
-12,097
| -17% | -$898K | 0.77% | 20 |
|
|
2021
Q2 | $5.1M | Sell |
70,795
-162
| -0.2% | -$11.7K | 0.98% | 20 |
|
|
2021
Q1 | $5.11M | Sell |
70,957
-20,181
| -22% | -$1.45M | 0.98% | 20 |
|
|
2020
Q4 | $6.3M | Buy |
+91,138
| New | +$6.3M | 1.31% | 18 |
|