Petros Family 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
$335K Sell
4,016
-1,770
-31% -$148K 0.31% 92
2025
Q1
$438K Buy
5,786
+165
+3% +$12.5K 0.48% 63
2024
Q4
$395K Buy
+5,621
New +$395K 0.43% 64