Olistico 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 | $361K | Buy |
4,320
+170
| +4% | +$14.2K | 0.2% | 72 |
|
|
2025
Q1 | $314K | Sell |
4,150
-20
| -0.5% | -$1.51K | 0.19% | 79 |
|
|
2024
Q4 | $293K | Sell |
4,170
-1,177
| -22% | -$82.7K | 0.17% | 83 |
|
|
2024
Q3 | $417K | Sell |
5,347
-2,195
| -29% | -$171K | 0.26% | 74 |
|
|
2024
Q2 | $548K | Sell |
7,542
-4,319
| -36% | -$314K | 0.35% | 57 |
|
|
2024
Q1 | $880K | Sell |
11,861
-1,238
| -9% | -$91.9K | 0.64% | 36 |
|
|
2023
Q4 | $921K | Sell |
13,099
-877
| -6% | -$61.7K | 0.72% | 33 |
|
|
2023
Q3 | $899K | Sell |
13,976
-37
| -0.3% | -$2.38K | 0.8% | 35 |
|
|
2023
Q2 | $946K | Buy |
14,013
+155
| +1% | +$10.5K | 0.81% | 35 |
|
|
2023
Q1 | $926K | Buy |
13,858
+1,014
| +8% | +$67.8K | 0.89% | 29 |
|
|
2022
Q4 | $792K | Buy |
+12,844
| New | +$792K | 0.86% | 31 |
|