Silverlake 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 | $1.69M | Buy |
20,207
+7,641
| +61% | +$638K | 0.49% | 62 |
|
|
2025
Q1 | $951K | Sell |
12,566
-2,653
| -17% | -$201K | 0.36% | 73 |
|
|
2024
Q4 | $1.07M | Sell |
15,219
-13,437
| -47% | -$944K | 0.41% | 66 |
|
|
2024
Q3 | $2.24M | Sell |
28,656
-1,106
| -4% | -$86.3K | 0.85% | 20 |
|
|
2024
Q2 | $2.16M | Buy |
29,762
+4,439
| +18% | +$322K | 0.89% | 21 |
|
|
2024
Q1 | $1.88M | Buy |
25,323
+7,509
| +42% | +$557K | 0.96% | 21 |
|
|
2023
Q4 | $1.25M | Buy |
17,814
+3,750
| +27% | +$264K | 0.69% | 36 |
|
|
2023
Q3 | $905K | Buy |
14,064
+2,365
| +20% | +$152K | 0.51% | 51 |
|
|
2023
Q2 | $790K | Buy |
11,699
+1,420
| +14% | +$95.8K | 0.44% | 60 |
|
|
2023
Q1 | $687K | Sell |
10,279
-1,917
| -16% | -$128K | 0.42% | 62 |
|
|
2022
Q4 | $752K | Buy |
12,196
+1,513
| +14% | +$93.3K | 0.47% | 56 |
|
|
2022
Q3 | $563K | Buy |
+10,683
| New | +$563K | 0.38% | 69 |
|