Merkkuri Wealth Advisors’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
$4.15M Buy
49,663
+8,724
+21% +$728K 3.15% 9
2025
Q1
$3.1M Sell
40,939
-15,828
-28% -$1.2M 2.65% 12
2024
Q4
$3.99M Sell
56,767
-22,263
-28% -$1.56M 3.16% 9
2024
Q3
$6.17M Buy
79,030
+6,952
+10% +$543K 4.87% 4
2024
Q2
$5.24M Buy
+72,078
New +$5.24M 4.82% 5