Maripau 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 | $223K | Sell |
2,675
-849
| -24% | -$70.9K | 0.11% | 146 |
|
|
2025
Q1 | $267K | Sell |
3,524
-786
| -18% | -$59.5K | 0.15% | 110 |
|
|
2024
Q4 | $303K | Buy |
+4,310
| New | +$303K | 0.18% | 107 |
|
|
2024
Q3 | – | Sell |
-8,712
| Closed | -$633K | – | 85 |
|
|
2024
Q2 | $633K | Sell |
8,712
-1,359
| -13% | -$98.7K | 0.43% | 57 |
|
|
2024
Q1 | $748K | Buy |
10,071
+557
| +6% | +$41.3K | 0.56% | 43 |
|
|
2023
Q4 | $669K | Sell |
9,514
-1,596
| -14% | -$112K | 0.58% | 39 |
|
|
2023
Q3 | $715K | Sell |
11,110
-122
| -1% | -$7.85K | 0.66% | 36 |
|
|
2023
Q2 | $758K | Buy |
11,232
+1,807
| +19% | +$122K | 0.67% | 32 |
|
|
2023
Q1 | $630K | Buy |
9,425
+705
| +8% | +$47.1K | 0.66% | 38 |
|
|
2022
Q4 | $575K | Buy |
8,720
+484
| +6% | +$31.9K | 0.6% | 40 |
|
|
2022
Q3 | $459K | Buy |
8,236
+2,330
| +39% | +$130K | 0.5% | 49 |
|
|
2022
Q2 | $367K | Buy |
+5,906
| New | +$367K | 0.4% | 51 |
|