Triad Wealth Partners’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
$495K Buy
5,926
+3,041
+105% +$254K 0.1% 152
2025
Q1
$218K Buy
+2,885
New +$218K 0.07% 197
2024
Q3
Sell
-185
Closed -$13.4K 444
2024
Q2
$13.4K Buy
+185
New +$13.4K 0.01% 415