Paragon Private Wealth Management’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
$909K Buy
10,883
+2,388
+28% +$199K 0.36% 82
2025
Q1
$643K Buy
8,495
+3,118
+58% +$236K 0.3% 96
2024
Q4
$378K Buy
+5,377
New +$378K 0.17% 125