Private Wealth Partners’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 | $591K | Hold |
7,081
| – | – | 0.05% | 121 |
|
|
2025
Q1 | $536K | Sell |
7,081
-1,805
| -20% | -$137K | 0.04% | 120 |
|
|
2024
Q4 | $625K | Buy |
8,886
+1,805
| +25% | +$127K | 0.05% | 115 |
|
|
2024
Q3 | $553K | Hold |
7,081
| – | – | 0.04% | 121 |
|
|
2024
Q2 | $514K | Hold |
7,081
| – | – | 0.04% | 111 |
|
|
2024
Q1 | $526K | Hold |
7,081
| – | – | 0.04% | 104 |
|
|
2023
Q4 | $498K | Hold |
7,081
| – | – | 0.04% | 115 |
|
|
2023
Q3 | $456K | Hold |
7,081
| – | – | 0.04% | 105 |
|
|
2023
Q2 | $478K | Sell |
7,081
-165
| -2% | -$11.1K | 0.04% | 105 |
|
|
2023
Q1 | $484K | Buy |
+7,246
| New | +$484K | 0.05% | 106 |
|