Madison Wealth Partners’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 | $3.15M | Sell |
37,760
-1,339
| -3% | -$112K | 0.69% | 24 |
|
|
2025
Q1 | $2.96M | Sell |
39,099
-2,576
| -6% | -$195K | 0.73% | 23 |
|
|
2024
Q4 | $2.93M | Sell |
41,675
-1,117
| -3% | -$78.5K | 0.82% | 22 |
|
|
2024
Q3 | $3.34M | Buy |
42,792
+3,124
| +8% | +$244K | 0.99% | 19 |
|
|
2024
Q2 | $2.88M | Sell |
39,668
-712
| -2% | -$51.7K | 0.99% | 19 |
|
|
2024
Q1 | $3M | Buy |
40,380
+426
| +1% | +$31.6K | 1.08% | 18 |
|
|
2023
Q4 | $2.81M | Sell |
39,954
-1,581
| -4% | -$111K | 1.11% | 18 |
|
|
2023
Q3 | $2.67M | Sell |
41,535
-207
| -0.5% | -$13.3K | 1.35% | 14 |
|
|
2023
Q2 | $2.82M | Buy |
41,742
+3,561
| +9% | +$240K | 1.32% | 15 |
|
|
2023
Q1 | $2.55M | Buy |
38,181
+2,927
| +8% | +$196K | 1.29% | 16 |
|
|
2022
Q4 | $2.17M | Buy |
35,254
+20,437
| +138% | +$1.26M | 1.27% | 15 |
|
|
2022
Q3 | $780K | Buy |
14,817
+2,779
| +23% | +$146K | 0.51% | 24 |
|
|
2022
Q2 | $708K | Sell |
12,038
-1,411
| -10% | -$83K | 0.45% | 25 |
|
|
2022
Q1 | $935K | Buy |
13,449
+6,641
| +98% | +$462K | 0.52% | 24 |
|
|
2021
Q4 | $508K | Sell |
6,808
-491
| -7% | -$36.6K | 0.26% | 35 |
|
|
2021
Q3 | $542K | Sell |
7,299
-49
| -0.7% | -$3.64K | 0.31% | 31 |
|
|
2021
Q2 | $550K | Sell |
7,348
-913
| -11% | -$68.3K | 0.31% | 30 |
|
|
2021
Q1 | $571K | Hold |
8,261
| – | – | 0.4% | 22 |
|
|
2020
Q4 | $570K | Buy |
+8,261
| New | +$570K | 0.38% | 23 |
|