TW
TritonPoint Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Sell |
62,062
-766
| -1% | -$63.9K | 0.48% | 52 |
|
|
2025
Q1 | $4.75M | Sell |
62,828
-2,356
| -4% | -$178K | 0.45% | 58 |
|
|
2024
Q4 | $4.58M | Sell |
65,184
-652
| -1% | -$45.8K | 0.41% | 63 |
|
|
2024
Q3 | $5.15M | Sell |
65,836
-6,693
| -9% | -$524K | 0.47% | 60 |
|
|
2024
Q2 | $5.27M | Sell |
72,529
-24,475
| -25% | -$1.78M | 0.51% | 55 |
|
|
2024
Q1 | $5.41M | Buy |
97,004
+19,955
| +26% | +$1.11M | 0.57% | 53 |
|
|
2023
Q4 | $5.42M | Buy |
+77,049
| New | +$5.42M | 0.53% | 56 |
|