Penney Financial’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 | $8.52M | Buy |
102,057
+5,499
| +6% | +$459K | 4.33% | 4 |
|
|
2025
Q1 | $7.3M | Buy |
96,558
+4,415
| +5% | +$334K | 4.8% | 6 |
|
|
2024
Q4 | $6.48M | Buy |
92,143
+3,581
| +4% | +$252K | 4.34% | 6 |
|
|
2024
Q3 | $6.91M | Buy |
88,562
+5,095
| +6% | +$398K | 4.71% | 6 |
|
|
2024
Q2 | $6.06M | Buy |
83,467
+4,687
| +6% | +$340K | 4.43% | 6 |
|
|
2024
Q1 | $5.85M | Buy |
78,780
+4,338
| +6% | +$322K | 4.32% | 7 |
|
|
2023
Q4 | $5.24M | Buy |
+74,442
| New | +$5.24M | 4.33% | 7 |
|