Tanglewood Legacy 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 | $206K | Hold |
2,462
| – | – | 0.08% | 95 |
|
|
2025
Q1 | $186K | Hold |
2,462
| – | – | 0.08% | 97 |
|
|
2024
Q4 | $173K | Sell |
2,462
-400
| -14% | -$28.1K | 0.07% | 96 |
|
|
2024
Q3 | $223K | Hold |
2,862
| – | – | 0.1% | 82 |
|
|
2024
Q2 | $208K | Hold |
2,862
| – | – | 0.1% | 88 |
|
|
2024
Q1 | $212K | Buy |
+2,862
| New | +$212K | 0.1% | 88 |
|