Talisman Wealth Advisors’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 | $690K | Sell |
8,264
-606
| -7% | -$50.6K | 0.63% | 42 |
|
|
2025
Q1 | $671K | Sell |
8,870
-197
| -2% | -$14.9K | 0.69% | 42 |
|
|
2024
Q4 | $637K | Sell |
9,067
-717
| -7% | -$50.4K | 0.68% | 41 |
|
|
2024
Q3 | $766K | Sell |
9,784
-594
| -6% | -$46.5K | 0.81% | 36 |
|
|
2024
Q2 | $754K | Sell |
10,378
-125
| -1% | -$9.08K | 0.87% | 36 |
|
|
2024
Q1 | $780K | Sell |
10,503
-16
| -0.2% | -$1.19K | 0.98% | 34 |
|
|
2023
Q4 | $740K | Sell |
10,519
-439
| -4% | -$30.9K | 1.1% | 30 |
|
|
2023
Q3 | $705K | Sell |
10,958
-910
| -8% | -$58.6K | 1.22% | 25 |
|
|
2023
Q2 | $801K | Sell |
11,868
-251
| -2% | -$16.9K | 1.37% | 23 |
|
|
2023
Q1 | $810K | Sell |
12,119
-184
| -1% | -$12.3K | 1.46% | 21 |
|
|
2022
Q4 | $758K | Buy |
+12,303
| New | +$758K | 1.61% | 21 |
|