Smith Salley Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Smith Salley Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.4M	Buy	112,656 +973	+0.9%	+$81.2K	0.54%	47
2025 Q1	$8.45M	Buy	111,683 +9,391	+9%	+$710K	0.55%	49
2024 Q4	$7.19M	Sell	102,292 -4,452	-4%	-$313K	0.46%	51
2024 Q3	$8.33M	Buy	106,744 +2,000	+2%	+$156K	0.54%	49
2024 Q2	$7.61M	Sell	104,744 -674	-0.6%	-$49K	0.55%	49
2024 Q1	$7.82M	Sell	105,418 -190	-0.2%	-$14.1K	0.61%	48
2023 Q4	$7.43M	Sell	105,608 -475	-0.4%	-$33.4K	0.48%	53
2023 Q3	$6.83M	Buy	106,083 +1,657	+2%	+$107K	0.51%	54
2023 Q2	$7.05M	Buy	104,426 +6,692	+7%	+$452K	0.52%	52
2023 Q1	$6.53M	Sell	97,734 -17,193	-15%	-$1.15M	0.52%	53
2022 Q4	$7.08M	Buy	114,927 +1,054	+0.9%	+$65K	0.61%	51
2022 Q3	$6M	Sell	113,873 -4,512	-4%	-$238K	0.56%	51
2022 Q2	$6.97M	Buy	118,385 +10,877	+10%	+$640K	0.6%	52
2022 Q1	$7.47M	Sell	107,508 -9,241	-8%	-$642K	0.56%	51
2021 Q4	$8.71M	Buy	116,749 +8,407	+8%	+$627K	0.62%	48
2021 Q3	$8.05M	Buy	108,342 +17,974	+20%	+$1.33M	0.63%	45
2021 Q2	$6.77M	Buy	90,368 +8,912	+11%	+$667K	0.55%	51
2021 Q1	$5.87M	Buy	81,456 +24,986	+44%	+$1.8M	0.53%	54
2020 Q4	$3.9M	Buy	56,470 +427	+0.8%	+$29.5K	0.4%	60
2020 Q3	$3.38M	Buy	56,043 +3,212	+6%	+$194K	0.41%	63
2020 Q2	$3.02M	Sell	52,831 -429	-0.8%	-$24.5K	0.4%	66
2020 Q1	$2.66M	Buy	53,260 +1,874	+4%	+$93.5K	0.44%	63
2019 Q4	$3.35M	Buy	51,386 +15,121	+42%	+$986K	0.44%	66
2019 Q3	$2.22M	Buy	36,265 +2,087	+6%	+$127K	0.31%	78
2019 Q2	$2.1M	Sell	34,178 -128	-0.4%	-$7.86K	0.32%	78
2019 Q1	$2.09M	Buy	34,306 +1,542	+5%	+$93.7K	0.34%	74
2018 Q4	$1.8M	Sell	32,764 -4,909	-13%	-$270K	0.33%	77
2018 Q3	$2.41M	Buy	37,673 +2,376	+7%	+$152K	0.38%	72
2018 Q2	$2.24M	Buy	35,297 +13,074	+59%	+$829K	0.38%	76
2018 Q1	$1.46M	Buy	22,223 +1,623	+8%	+$107K	0.26%	82
2017 Q4	$1.36M	Buy	20,600 +16,687	+426%	+$1.1M	0.24%	86
2017 Q3	$251K	Buy	+3,913	New	+$251K	0.05%	149