Schrum Private 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 | $753K | Buy |
9,025
+892
| +11% | +$74.5K | 0.6% | 46 |
|
|
2025
Q1 | $615K | Sell |
8,133
-1,301
| -14% | -$98.4K | 0.54% | 54 |
|
|
2024
Q4 | $663K | Sell |
9,434
-2,392
| -20% | -$168K | 0.56% | 49 |
|
|
2024
Q3 | $923K | Buy |
11,826
+5,460
| +86% | +$426K | 0.48% | 54 |
|
|
2024
Q2 | $462K | Buy |
6,366
+812
| +15% | +$59K | 0.42% | 62 |
|
|
2024
Q1 | $412K | Buy |
5,554
+1,341
| +32% | +$99.5K | 0.37% | 69 |
|
|
2023
Q4 | $296K | Sell |
4,213
-916
| -18% | -$64.4K | 0.42% | 61 |
|
|
2023
Q3 | $330K | Buy |
5,129
+1,411
| +38% | +$90.8K | 0.38% | 70 |
|
|
2023
Q2 | $251K | Buy |
3,718
+226
| +6% | +$15.3K | 0.27% | 91 |
|
|
2023
Q1 | $233K | Sell |
3,492
-1,458
| -29% | -$97.5K | 0.27% | 96 |
|
|
2022
Q4 | $305K | Buy |
+4,950
| New | +$305K | 0.36% | 76 |
|