Linscomb 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 | $300K | Buy |
+3,591
| New | +$300K | 0.01% | 264 |
|
|
2024
Q4 | – | Sell |
-2,614
| Closed | -$204K | – | 293 |
|
|
2024
Q3 | $204K | Buy |
+2,614
| New | +$204K | 0.01% | 285 |
|
|
2023
Q2 | – | Sell |
-3,016
| Closed | -$202K | – | 277 |
|
|
2023
Q1 | $202K | Buy |
+3,016
| New | +$202K | 0.01% | 279 |
|
|
2017
Q1 | – | Sell |
-39,998
| Closed | -$2.15M | – | 253 |
|
|
2016
Q4 | $2.15M | Buy |
+39,998
| New | +$2.15M | 0.2% | 75 |
|