Landmark Wealth Management (New York)’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 | $278K | Sell |
3,326
-10
| -0.3% | -$836 | 0.12% | 77 |
|
|
2025
Q1 | $252K | Sell |
3,336
-595
| -15% | -$44.9K | 0.11% | 71 |
|
|
2024
Q4 | $276K | Buy |
3,931
+15
| +0.4% | +$1.05K | 0.12% | 66 |
|
|
2024
Q3 | $306K | Sell |
3,916
-56
| -1% | -$4.38K | 0.13% | 64 |
|
|
2024
Q2 | $288K | Buy |
3,972
+27
| +0.7% | +$1.96K | 0.22% | 41 |
|
|
2024
Q1 | $293K | Sell |
3,945
-78
| -2% | -$5.79K | 0.14% | 64 |
|
|
2023
Q4 | $283K | Sell |
4,023
-50
| -1% | -$3.52K | 0.14% | 63 |
|
|
2023
Q3 | $262K | Hold |
4,073
| – | – | 0.15% | 63 |
|
|
2023
Q2 | $275K | Sell |
4,073
-5
| -0.1% | -$338 | 0.24% | 35 |
|
|
2023
Q1 | $273K | Sell |
4,078
-69
| -2% | -$4.62K | 0.15% | 61 |
|
|
2022
Q4 | $256K | Sell |
4,147
-276
| -6% | -$17K | 0.19% | 59 |
|
|
2022
Q3 | $233K | Sell |
4,423
-320
| -7% | -$16.9K | 0.18% | 57 |
|
|
2022
Q2 | $279K | Sell |
4,743
-3,259
| -41% | -$192K | 0.36% | 30 |
|
|
2022
Q1 | $282K | Buy |
+8,002
| New | +$282K | 0.15% | 65 |
|