Nova R 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 | $12.8M | Buy |
153,307
+16,959
| +12% | +$1.42M | 5.95% | 3 |
|
|
2025
Q1 | $10.3M | Buy |
136,348
+2,346
| +2% | +$177K | 5.11% | 6 |
|
|
2024
Q4 | $9.42M | Buy |
134,002
+2,604
| +2% | +$183K | 4.75% | 6 |
|
|
2024
Q3 | $10.3M | Sell |
131,398
-2,780
| -2% | -$217K | 5.05% | 6 |
|
|
2024
Q2 | $9.75M | Buy |
134,178
+6,763
| +5% | +$491K | 5.02% | 6 |
|
|
2024
Q1 | $9.46M | Buy |
127,415
+3,941
| +3% | +$293K | 4.94% | 5 |
|
|
2023
Q4 | $8.69M | Sell |
123,474
-834
| -0.7% | -$58.7K | 5.47% | 5 |
|
|
2023
Q3 | $8M | Sell |
124,308
-1,540
| -1% | -$99.1K | 5.52% | 5 |
|
|
2023
Q2 | $8.49M | Buy |
125,848
+6,189
| +5% | +$418K | 5.69% | 5 |
|
|
2023
Q1 | $8M | Buy |
119,659
+12,283
| +11% | +$821K | 5.41% | 4 |
|
|
2022
Q4 | $6.62M | Buy |
107,376
+21,529
| +25% | +$1.33M | 4.85% | 4 |
|
|
2022
Q3 | $4.52M | Buy |
85,847
+32,157
| +60% | +$1.69M | 3.68% | 7 |
|
|
2022
Q2 | $3.16M | Sell |
53,690
-7,090
| -12% | -$417K | 2.6% | 9 |
|
|
2022
Q1 | $4.23M | Buy |
60,780
+6,331
| +12% | +$440K | 3.61% | 7 |
|
|
2021
Q4 | $4.06M | Buy |
+54,449
| New | +$4.06M | 3.29% | 6 |
|