Trajan Wealth’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 | $15.4M | Sell |
183,908
-16,353
| -8% | -$1.37M | 0.75% | 41 |
|
|
2025
Q1 | $15.1M | Sell |
200,261
-487
| -0.2% | -$36.8K | 0.83% | 34 |
|
|
2024
Q4 | $14.1M | Sell |
200,748
-104,771
| -34% | -$7.36M | 0.78% | 38 |
|
|
2024
Q3 | $23.8M | Sell |
305,519
-2,110
| -0.7% | -$165K | 1.41% | 17 |
|
|
2024
Q2 | $22.3M | Sell |
307,629
-2,512
| -0.8% | -$182K | 1.43% | 16 |
|
|
2024
Q1 | $23M | Buy |
+310,141
| New | +$23M | 1.56% | 14 |
|