LongView 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 | $1.78M | Sell |
21,382
-70,284
| -77% | -$5.87M | 0.54% | 47 |
|
|
2025
Q1 | $6.93M | Buy |
91,666
+7,575
| +9% | +$573K | 2.08% | 11 |
|
|
2024
Q4 | $5.91M | Buy |
84,091
+9,233
| +12% | +$649K | 1.8% | 14 |
|
|
2024
Q3 | $5.84M | Buy |
74,858
+9,374
| +14% | +$732K | 1.86% | 13 |
|
|
2024
Q2 | $4.76M | Buy |
65,484
+9,675
| +17% | +$703K | 1.76% | 15 |
|
|
2024
Q1 | $4.14M | Buy |
55,809
+27,108
| +94% | +$2.01M | 1.64% | 16 |
|
|
2023
Q4 | $1.99M | Buy |
+28,701
| New | +$1.99M | 0.89% | 29 |
|