Montz Harcus 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 | $10M | Buy |
120,085
+2,363
| +2% | +$197K | 4.84% | 5 |
|
|
2025
Q1 | $8.91M | Buy |
117,722
+13,968
| +13% | +$1.06M | 4.87% | 5 |
|
|
2024
Q4 | $7.29M | Buy |
103,754
+4,576
| +5% | +$322K | 4.08% | 9 |
|
|
2024
Q3 | $7.74M | Buy |
99,178
+1,561
| +2% | +$122K | 4.52% | 8 |
|
|
2024
Q2 | $7.09M | Buy |
97,617
+7,893
| +9% | +$573K | 4.6% | 8 |
|
|
2024
Q1 | $6.66M | Buy |
89,724
+3,579
| +4% | +$266K | 4.51% | 8 |
|
|
2023
Q4 | $6.06M | Buy |
86,145
+7,027
| +9% | +$494K | 4.63% | 9 |
|
|
2023
Q3 | $5.09M | Buy |
79,118
+315
| +0.4% | +$20.3K | 4.35% | 8 |
|
|
2023
Q2 | $5.32M | Buy |
78,803
+828
| +1% | +$55.9K | 4.4% | 9 |
|
|
2023
Q1 | $5.21M | Sell |
77,975
-199
| -0.3% | -$13.3K | 4.82% | 8 |
|
|
2022
Q4 | $4.82M | Buy |
78,174
+121
| +0.2% | +$7.46K | 4.78% | 7 |
|
|
2022
Q3 | $4.11M | Buy |
78,053
+235
| +0.3% | +$12.4K | 4.53% | 8 |
|
|
2022
Q2 | $4.58M | Buy |
77,818
+54
| +0.1% | +$3.18K | 4.83% | 6 |
|
|
2022
Q1 | $5.41M | Buy |
77,764
+1,038
| +1% | +$72.1K | 4.85% | 7 |
|
|
2021
Q4 | $5.73M | Buy |
+76,726
| New | +$5.73M | 5.02% | 6 |
|