Noble Family Wealth’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 | $1.15M | Hold |
13,754
| – | – | 0.28% | 36 |
|
2025
Q1 | $1.04M | Hold |
13,754
| – | – | 0.29% | 34 |
|
2024
Q4 | $967K | Buy |
13,754
+1,067
| +8% | +$75K | 0.27% | 37 |
|
2024
Q3 | $990K | Hold |
12,687
| – | – | 0.27% | 38 |
|
2024
Q2 | $922K | Hold |
12,687
| – | – | 0.27% | 40 |
|
2024
Q1 | $942K | Hold |
12,687
| – | – | 0.27% | 40 |
|
2023
Q4 | $893K | Buy |
12,687
+8,840
| +230% | +$622K | 0.27% | 39 |
|
2023
Q3 | $248K | Buy |
3,847
+1,847
| +92% | +$119K | 0.08% | 57 |
|
2023
Q2 | $135K | Buy |
+2,000
| New | +$135K | 0.04% | 65 |
|