SPC
Spirepoint Private Client’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
2,743
-313
| -10% | -$26.1K | 0.03% | 217 |
|
|
2025
Q1 | $231K | Hold |
3,056
| – | – | 0.03% | 194 |
|
|
2024
Q4 | $215K | Sell |
3,056
-432
| -12% | -$30.4K | 0.03% | 204 |
|
|
2024
Q3 | $272K | Sell |
3,488
-240
| -6% | -$18.7K | 0.04% | 180 |
|
|
2024
Q2 | $271K | Sell |
3,728
-500
| -12% | -$36.3K | 0.04% | 185 |
|
|
2024
Q1 | $314K | Buy |
+4,228
| New | +$314K | 0.05% | 161 |
|