LKWM
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Lee-Kelleher Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Lee-Kelleher Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.31M Buy
15,649
+2,874
+22% +$240K 0.87% 20
2025
Q1 		$966K Sell
12,775
-1,765
-12% -$134K 0.71% 22
2024
Q4 		$1.02M Buy
+14,540
New +$1.02M 0.73% 22