Lake Point Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$25K Buy
2022
Q1
$20K Sell
2021
Q4
$35K Buy
2021
Q3
$21K Hold
2021
Q2
$21K Buy
2020
Q1
$16K Hold
2019
Q4
$21K Buy
2019
Q2
$3K Hold
2019
Q1
$3K Sell
2018
Q4
$14K Buy