Root Financial 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 | $641K | Sell |
7,684
-1,099
| -13% | -$91.7K | 0.06% | 100 |
|
|
2025
Q1 | $665K | Buy |
8,783
+3,334
| +61% | +$252K | 0.07% | 92 |
|
|
2024
Q4 | $383K | Buy |
5,449
+1,602
| +42% | +$113K | 0.05% | 130 |
|
|
2024
Q3 | $300K | Sell |
3,847
-1,526
| -28% | -$119K | 0.05% | 128 |
|
|
2024
Q2 | $390K | Buy |
5,373
+396
| +8% | +$28.8K | 0.09% | 82 |
|
|
2024
Q1 | $369K | Buy |
+4,977
| New | +$369K | 0.11% | 68 |
|