Presilium Private 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 | $893K | Buy |
10,699
+41
| +0.4% | +$3.42K | 0.18% | 36 |
|
|
2025
Q1 | $806K | Hold |
10,658
| – | – | 0.18% | 40 |
|
|
2024
Q4 | $749K | Hold |
10,658
| – | – | 0.17% | 45 |
|
|
2024
Q3 | $832K | Hold |
10,658
| – | – | 0.19% | 40 |
|
|
2024
Q2 | $774K | Sell |
10,658
-51
| -0.5% | -$3.71K | 0.2% | 41 |
|
|
2024
Q1 | $795K | Buy |
10,709
+51
| +0.5% | +$3.79K | 0.21% | 38 |
|
|
2023
Q4 | $750K | Hold |
10,658
| – | – | 0.21% | 39 |
|
|
2023
Q3 | $686K | Sell |
10,658
-1,673
| -14% | -$108K | 0.22% | 26 |
|
|
2023
Q2 | $832K | Buy |
12,331
+9,290
| +305% | +$627K | 0.29% | 26 |
|
|
2023
Q1 | $203K | Buy |
+3,041
| New | +$203K | 0.08% | 52 |
|