TrinityPoint 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
2024
Q4
$428K Buy
6,085
+477
+9% +$33.5K 0.06% 239
2024
Q3
$438K Buy
5,608
+711
+15% +$55.5K 0.06% 233
2024
Q2
$356K Buy
4,897
+414
+9% +$30.1K 0.06% 237
2024
Q1
$333K Buy
+4,483
New +$333K 0.06% 238