Private Wealth Management Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$170K Hold
2025
Q2
$162K Sell
2025
Q1
$191K Sell
2024
Q4
$182K Sell
2024
Q3
$245K Hold
2024
Q2
$228K Buy
2024
Q1
$92.8K Hold
2023
Q4
$88K Buy