MW
MBL Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1M | Buy |
300,755
+6,037
| +2% | +$504K | 2.4% | 11 |
|
|
2025
Q1 | $22.3M | Buy |
294,718
+1,414
| +0.5% | +$107K | 2.25% | 13 |
|
|
2024
Q4 | $20.6M | Buy |
293,304
+7,451
| +3% | +$524K | 2.07% | 14 |
|
|
2024
Q3 | $22.3M | Buy |
285,853
+5,027
| +2% | +$392K | 2.4% | 13 |
|
|
2024
Q2 | $20.4M | Buy |
280,826
+6,142
| +2% | +$446K | 2.28% | 14 |
|
|
2024
Q1 | $20.4M | Buy |
274,684
+4,858
| +2% | +$361K | 2.31% | 13 |
|
|
2023
Q4 | $19M | Buy |
269,826
+11,104
| +4% | +$781K | 2.37% | 14 |
|
|
2023
Q3 | $16.6M | Sell |
258,722
-1,723
| -0.7% | -$111K | 2.34% | 13 |
|
|
2023
Q2 | $17.6M | Buy |
260,445
+3,842
| +1% | +$259K | 2.48% | 11 |
|
|
2023
Q1 | $17.2M | Buy |
256,603
+43,060
| +20% | +$2.88M | 2.68% | 11 |
|
|
2022
Q4 | $13.2M | Sell |
213,543
-46,644
| -18% | -$2.88M | 2.52% | 10 |
|
|
2022
Q3 | $13.7M | Buy |
260,187
+27,471
| +12% | +$1.45M | 2.96% | 9 |
|
|
2022
Q2 | $13.7M | Buy |
232,716
+8,229
| +4% | +$484K | 3.41% | 6 |
|
|
2022
Q1 | $15.6M | Buy |
+224,487
| New | +$15.6M | 3.81% | 5 |
|
|
2021
Q3 | $14.9M | Buy |
+200,383
| New | +$14.9M | 5.15% | 4 |
|
|
2021
Q1 | $11.3M | Buy |
156,667
+5,232
| +3% | +$377K | 3.94% | 4 |
|
|
2020
Q4 | $10.5M | Buy |
+151,435
| New | +$10.5M | 4.14% | 5 |
|