Marion 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 | $28.6M | Buy |
342,664
+3,014
| +0.9% | +$252K | 7.16% | 2 |
|
|
2025
Q1 | $25.7M | Sell |
339,650
-955
| -0.3% | -$72.2K | 6.86% | 2 |
|
|
2024
Q4 | $23.9M | Buy |
340,605
+8,618
| +3% | +$606K | 6.35% | 2 |
|
|
2024
Q3 | $25.9M | Buy |
331,987
+13,547
| +4% | +$1.06M | 6.91% | 2 |
|
|
2024
Q2 | $23.1M | Buy |
318,440
+3,818
| +1% | +$277K | 6.79% | 2 |
|
|
2024
Q1 | $23.4M | Sell |
314,622
-2,256
| -0.7% | -$167K | 6.97% | 2 |
|
|
2023
Q4 | $22.3M | Buy |
316,878
+10,204
| +3% | +$718K | 7.13% | 2 |
|
|
2023
Q3 | $19.7M | Buy |
306,674
+6,291
| +2% | +$405K | 6.95% | 3 |
|
|
2023
Q2 | $20.3M | Buy |
300,383
+4,191
| +1% | +$283K | 7.2% | 3 |
|
|
2023
Q1 | $19.8M | Buy |
296,192
+12,517
| +4% | +$837K | 7.39% | 3 |
|
|
2022
Q4 | $17.5M | Buy |
283,675
+54,645
| +24% | +$3.37M | 7.37% | 2 |
|
|
2022
Q3 | $12.1M | Buy |
+229,030
| New | +$12.1M | 6.19% | 3 |
|