Mosaic Family Wealth Partners’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 | $605K | Sell |
7,250
-907
| -11% | -$75.7K | 0.08% | 118 |
|
|
2025
Q1 | $617K | Buy |
8,157
+949
| +13% | +$71.8K | 0.09% | 115 |
|
|
2024
Q4 | $507K | Buy |
7,208
+351
| +5% | +$24.7K | 0.07% | 124 |
|
|
2024
Q3 | $535K | Buy |
6,857
+156
| +2% | +$12.2K | 0.08% | 115 |
|
|
2024
Q2 | $487K | Buy |
6,701
+309
| +5% | +$22.4K | 0.08% | 118 |
|
|
2024
Q1 | $474K | Sell |
6,392
-400
| -6% | -$29.7K | 0.08% | 117 |
|
|
2023
Q4 | $478K | Buy |
6,792
+984
| +17% | +$69.2K | 0.08% | 116 |
|
|
2023
Q3 | $374K | Sell |
5,808
-28
| -0.5% | -$1.8K | 0.07% | 121 |
|
|
2023
Q2 | $394K | Sell |
5,836
-613
| -10% | -$41.4K | 0.08% | 116 |
|
|
2023
Q1 | $431K | Sell |
6,449
-53
| -0.8% | -$3.54K | 0.09% | 109 |
|
|
2022
Q4 | $401K | Buy |
+6,502
| New | +$401K | 0.11% | 115 |
|