Lumature Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$5.71M Buy
2023
Q1
$5.63M Sell
2022
Q4
$5.36M Sell
2022
Q3
$4.79M Sell
2022
Q2
$5.45M Buy
2022
Q1
$5.98M Buy
2021
Q4
$6.24M Buy
2021
Q3
$5.87M Buy
2021
Q2
$5.65M Buy
2021
Q1
$5.23M Buy
2020
Q4
$4.17M Buy