North Ridge 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
$161K Sell
1,925
-87
-4% -$7.26K 0.1% 48
2025
Q1
$152K Sell
2,012
-46
-2% -$3.48K 0.1% 47
2024
Q4
$145K Buy
+2,058
New +$145K 0.1% 47
2023
Q2
Sell
-3,492
Closed -$233K 39
2023
Q1
$233K Buy
+3,492
New +$233K 0.23% 37