Taylor Financial Group’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
Q1 | – | Sell |
-2,958
| Closed | -$208K | – | 102 |
|
|
2024
Q4 | $208K | Hold |
2,958
| – | – | 0.14% | 96 |
|
|
2024
Q3 | $231K | Hold |
2,958
| – | – | 0.16% | 90 |
|
|
2024
Q2 | $215K | Hold |
2,958
| – | – | 0.17% | 85 |
|
|
2024
Q1 | $220K | Hold |
2,958
| – | – | 0.17% | 86 |
|
|
2023
Q4 | $208K | Buy |
+2,958
| New | +$208K | 0.17% | 88 |
|