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 |
|