Stone Summit 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 | $1.19M | Sell |
14,258
-98
| -0.7% | -$8.18K | 0.37% | 68 |
|
|
2025
Q1 | $1.09M | Hold |
14,356
| – | – | 0.37% | 69 |
|
|
2024
Q4 | $1.01M | Sell |
14,356
-271
| -2% | -$19K | 0.34% | 70 |
|
|
2024
Q3 | $1.14M | Buy |
14,627
+327
| +2% | +$25.5K | 0.37% | 71 |
|
|
2024
Q2 | $1.04M | Buy |
14,300
+94
| +0.7% | +$6.83K | 0.37% | 68 |
|
|
2024
Q1 | $1.05M | Sell |
14,206
-202
| -1% | -$15K | 0.37% | 71 |
|
|
2023
Q4 | $1.01M | Sell |
14,408
-866
| -6% | -$60.9K | 0.39% | 72 |
|
|
2023
Q3 | $983K | Buy |
15,274
+1,545
| +11% | +$99.4K | 0.42% | 71 |
|
|
2023
Q2 | $927K | Buy |
13,729
+334
| +2% | +$22.5K | 0.38% | 71 |
|
|
2023
Q1 | $895K | Buy |
13,395
+545
| +4% | +$36.4K | 0.4% | 69 |
|
|
2022
Q4 | $792K | Buy |
12,850
+1,031
| +9% | +$63.6K | 0.39% | 73 |
|
|
2022
Q3 | $622K | Buy |
11,819
+1,236
| +12% | +$65K | 0.38% | 72 |
|
|
2022
Q2 | $623K | Sell |
10,583
-316
| -3% | -$18.6K | 0.37% | 69 |
|
|
2022
Q1 | $766K | Buy |
10,899
+4,369
| +67% | +$307K | 0.43% | 68 |
|
|
2021
Q4 | $489K | Buy |
+6,530
| New | +$489K | 0.4% | 79 |
|