Tanager Wealth Management’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 | $9.91M | Sell |
118,731
-363
| -0.3% | -$30.3K | 1.17% | 21 |
|
|
2025
Q1 | $9.01M | Sell |
119,094
-5,160
| -4% | -$390K | 1.17% | 21 |
|
|
2024
Q4 | $8.73M | Buy |
124,254
+5,440
| +5% | +$382K | 1.13% | 20 |
|
|
2024
Q3 | $9.27M | Buy |
118,814
+1,296
| +1% | +$101K | 1.25% | 22 |
|
|
2024
Q2 | $8.54M | Sell |
117,518
-2,558
| -2% | -$186K | 1.27% | 21 |
|
|
2024
Q1 | $8.91M | Sell |
120,076
-1,736
| -1% | -$129K | 1.44% | 19 |
|
|
2023
Q4 | $8.57M | Sell |
121,812
-2,330
| -2% | -$164K | 1.56% | 19 |
|
|
2023
Q3 | $7.99M | Sell |
124,142
-4,575
| -4% | -$294K | 1.66% | 18 |
|
|
2023
Q2 | $8.69M | Sell |
128,717
-1,361
| -1% | -$91.9K | 1.88% | 17 |
|
|
2023
Q1 | $8.7M | Sell |
130,078
-1,355
| -1% | -$90.6K | 2.06% | 17 |
|
|
2022
Q4 | $8.1M | Buy |
131,433
+85,413
| +186% | +$5.26M | 2.18% | 16 |
|
|
2022
Q3 | $2.42M | Sell |
46,020
-3,520
| -7% | -$185K | 1.92% | 12 |
|
|
2022
Q2 | $2.92M | Buy |
+49,540
| New | +$2.92M | 2.4% | 11 |
|