Quotient 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 | $174M | Buy |
2,087,616
+19,486
| +0.9% | +$1.63M | 5.13% | 6 |
|
|
2025
Q1 | $156M | Sell |
2,068,130
-79,522
| -4% | -$6.02M | 5% | 7 |
|
|
2024
Q4 | $151M | Buy |
2,147,652
+75,484
| +4% | +$5.31M | 4.94% | 9 |
|
|
2024
Q3 | $162M | Buy |
2,072,168
+20,904
| +1% | +$1.63M | 5.32% | 8 |
|
|
2024
Q2 | $149M | Sell |
2,051,264
-763,556
| -27% | -$55.5M | 5.22% | 8 |
|
|
2024
Q1 | $209M | Buy |
2,814,820
+260,192
| +10% | +$19.3M | 7.46% | 3 |
|
|
2023
Q4 | $180M | Buy |
+2,554,628
| New | +$180M | 6.97% | 3 |
|