Rockwood Wealth Management’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 | $1.47M | Sell |
17,625
-46
| -0.3% | -$3.84K | 0.13% | 33 |
|
|
2025
Q1 | $1.34M | Buy |
17,671
+550
| +3% | +$41.6K | 0.14% | 33 |
|
|
2024
Q4 | $1.2M | Sell |
17,121
-1,822
| -10% | -$128K | 0.13% | 33 |
|
|
2024
Q3 | $1.48M | Buy |
18,943
+1,513
| +9% | +$118K | 0.16% | 31 |
|
|
2024
Q2 | $1.27M | Buy |
17,430
+167
| +1% | +$12.1K | 0.15% | 33 |
|
|
2024
Q1 | $1.28M | Buy |
17,263
+2,737
| +19% | +$203K | 0.17% | 29 |
|
|
2023
Q4 | $1.02M | Buy |
14,526
+81
| +0.6% | +$5.7K | 0.15% | 32 |
|
|
2023
Q3 | $930K | Sell |
14,445
-25
| -0.2% | -$1.61K | 0.16% | 28 |
|
|
2023
Q2 | $977K | Sell |
14,470
-135
| -0.9% | -$9.11K | 0.17% | 29 |
|
|
2023
Q1 | $976K | Sell |
14,605
-13
| -0.1% | -$869 | 0.19% | 28 |
|
|
2022
Q4 | $901K | Buy |
14,618
+271
| +2% | +$16.7K | 0.21% | 28 |
|
|
2022
Q3 | $756K | Sell |
14,347
-2,587
| -15% | -$136K | 0.24% | 26 |
|
|
2022
Q2 | $997K | Sell |
16,934
-640
| -4% | -$37.7K | 0.47% | 17 |
|
|
2022
Q1 | $1.22M | Buy |
17,574
+13,113
| +294% | +$911K | 0.59% | 12 |
|
|
2021
Q4 | $333K | Buy |
+4,461
| New | +$333K | 0.15% | 81 |
|