Midland 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
$171M Buy
2,051,244
+4,703
+0.2% +$393K 9.46% 4
2025
Q1
$155M Buy
2,046,541
+25,922
+1% +$1.96M 9.12% 4
2024
Q4
$142M Buy
2,020,619
+10,603
+0.5% +$745K 8.55% 4
2024
Q3
$157M Buy
2,010,016
+76,119
+4% +$5.94M 9.2% 2
2024
Q2
$140M Sell
1,933,897
-7,850
-0.4% -$570K 8.33% 4
2024
Q1
$144M Buy
1,941,747
+59,844
+3% +$4.44M 8.87% 4
2023
Q4
$132M Buy
+1,881,903
New +$132M 9.07% 4