Total Clarity 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 | $232K | Sell |
2,776
-978
| -26% | -$81.6K | 0.07% | 250 |
|
|
2025
Q1 | $264K | Hold |
3,754
| – | – | 0.09% | 211 |
|
|
2024
Q4 | $264K | Hold |
3,754
| – | – | 0.09% | 212 |
|
|
2024
Q3 | $293K | Sell |
3,754
-8
| -0.2% | -$624 | 0.09% | 198 |
|
|
2024
Q2 | $273K | Buy |
3,762
+21
| +0.6% | +$1.53K | 0.09% | 198 |
|
|
2024
Q1 | $278K | Buy |
+3,741
| New | +$278K | 0.1% | 211 |
|
|
2022
Q3 | – | Sell |
-2,189
| Closed | -$129K | – | 565 |
|
|
2022
Q2 | $129K | Buy |
+2,189
| New | +$129K | 0.07% | 279 |
|
|
2022
Q1 | – | Sell |
-929
| Closed | -$69K | – | 523 |
|
|
2021
Q4 | $69K | Buy |
929
+144
| +18% | +$10.7K | 0.03% | 357 |
|
|
2021
Q3 | $58K | Buy |
+785
| New | +$58K | 0.03% | 378 |
|
|
2021
Q2 | – | Sell |
-615
| Closed | -$44K | – | 424 |
|
|
2021
Q1 | $44K | Buy |
+615
| New | +$44K | 0.03% | 360 |
|
|
2020
Q1 | – | Sell |
-13
| Closed | -$1K | – | 322 |
|
|
2019
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 669 |
|