Sage Private Wealth Group’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 | – | Sell |
-4,070
| Closed | -$308K | – | 93 |
|
|
2025
Q1 | $308K | Buy |
+4,070
| New | +$308K | 0.23% | 66 |
|
|
2022
Q4 | – | Sell |
-452
| Closed | -$24K | – | 111 |
|
|
2022
Q3 | $24K | Hold |
452
| – | – | 0.03% | 105 |
|
|
2022
Q2 | $27K | Hold |
452
| – | – | 0.04% | 100 |
|
|
2022
Q1 | $31K | Hold |
452
| – | – | 0.03% | 103 |
|
|
2021
Q4 | $33K | Hold |
452
| – | – | 0.04% | 97 |
|
|
2021
Q3 | $34K | Hold |
452
| – | – | 0.05% | 95 |
|
|
2021
Q2 | $34K | Hold |
452
| – | – | 0.05% | 97 |
|
|
2021
Q1 | $33K | Hold |
452
| – | – | 0.06% | 103 |
|
|
2020
Q4 | $31K | Buy |
+452
| New | +$31K | 0.09% | 93 |
|