Moss Adams 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 | $781K | Buy |
+9,351
| New | +$781K | 0.07% | 97 |
|
|
2025
Q1 | – | Sell |
-7,387
| Closed | -$519K | – | 227 |
|
|
2024
Q4 | $519K | Sell |
7,387
-1,000
| -12% | -$70.3K | 0.05% | 98 |
|
|
2024
Q3 | $655K | Buy |
+8,387
| New | +$655K | 0.07% | 79 |
|
|
2023
Q4 | – | Sell |
-134
| Closed | -$8.62K | – | 142 |
|
|
2023
Q3 | $8.62K | Sell |
134
-12
| -8% | -$772 | ﹤0.01% | 145 |
|
|
2023
Q2 | $9.86K | Sell |
146
-87
| -37% | -$5.87K | ﹤0.01% | 126 |
|
|
2023
Q1 | $15.6K | Buy |
233
+87
| +60% | +$5.82K | 0.01% | 131 |
|
|
2022
Q4 | $9K | Buy |
+146
| New | +$9K | ﹤0.01% | 144 |
|