LJI Wealth Management’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 | $554K | Sell |
6,642
-211
| -3% | -$17.6K | 0.1% | 88 |
|
|
2025
Q1 | $518K | Hold |
6,853
| – | – | 0.1% | 81 |
|
|
2024
Q4 | $482K | Sell |
6,853
-3,161
| -32% | -$222K | 0.09% | 90 |
|
|
2024
Q3 | $782K | Hold |
10,014
| – | – | 0.16% | 65 |
|
|
2024
Q2 | $727K | Sell |
10,014
-182
| -2% | -$13.2K | 0.16% | 67 |
|
|
2024
Q1 | $757K | Sell |
10,196
-27
| -0.3% | -$2K | 0.2% | 54 |
|
|
2023
Q4 | $719K | Sell |
10,223
-1,908
| -16% | -$134K | 0.19% | 64 |
|
|
2023
Q3 | $781K | Buy |
12,131
+1,513
| +14% | +$97.4K | 0.22% | 53 |
|
|
2023
Q2 | $717K | Buy |
10,618
+114
| +1% | +$7.7K | 0.21% | 53 |
|
|
2023
Q1 | $702K | Buy |
10,504
+2,178
| +26% | +$146K | 0.22% | 49 |
|
|
2022
Q4 | $513K | Buy |
+8,326
| New | +$513K | 0.18% | 64 |
|