Trueblood 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 | $1.37M | Buy |
16,368
+1,733
| +12% | +$145K | 0.57% | 54 |
|
|
2025
Q1 | $1.11M | Buy |
14,635
+2,674
| +22% | +$202K | 0.51% | 60 |
|
|
2024
Q4 | $841K | Buy |
11,961
+4,250
| +55% | +$299K | 0.41% | 78 |
|
|
2024
Q3 | $602K | Buy |
7,711
+3,843
| +99% | +$300K | 0.3% | 110 |
|
|
2024
Q2 | $281K | Buy |
3,868
+144
| +4% | +$10.5K | 0.16% | 170 |
|
|
2024
Q1 | $276K | Sell |
3,724
-34
| -0.9% | -$2.52K | 0.16% | 168 |
|
|
2023
Q4 | $264K | Buy |
+3,758
| New | +$264K | 0.17% | 167 |
|