SteelPeak Wealth’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 | $341K | Sell |
4,085
-1,512
| -27% | -$126K | 0.01% | 387 |
|
|
2025
Q1 | $423K | Sell |
5,597
-1,460
| -21% | -$110K | 0.02% | 354 |
|
|
2024
Q4 | $496K | Buy |
+7,057
| New | +$496K | 0.02% | 323 |
|
|
2020
Q4 | – | Sell |
-110,088
| Closed | -$6.64M | – | 324 |
|
|
2020
Q3 | $6.64M | Buy |
+110,088
| New | +$6.64M | 0.71% | 36 |
|
|
2020
Q2 | – | Sell |
-234,642
| Closed | -$11.7M | – | 258 |
|
|
2020
Q1 | $11.7M | Buy |
+234,642
| New | +$11.7M | 1.85% | 9 |
|