Private Wealth Management Group’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 | $162K | Sell |
1,944
-581
| -23% | -$48.5K | 0.05% | 92 |
|
|
2025
Q1 | $191K | Sell |
2,525
-60
| -2% | -$4.54K | 0.07% | 82 |
|
|
2024
Q4 | $182K | Sell |
2,585
-550
| -18% | -$38.7K | 0.07% | 81 |
|
|
2024
Q3 | $245K | Hold |
3,135
| – | – | 0.1% | 68 |
|
|
2024
Q2 | $228K | Buy |
3,135
+1,884
| +151% | +$137K | 0.1% | 68 |
|
|
2024
Q1 | $92.9K | Hold |
1,251
| – | – | 0.04% | 103 |
|
|
2023
Q4 | $88K | Buy |
+1,251
| New | +$88K | 0.04% | 106 |
|