Twelve Points Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$353K Sell
2025
Q2
$348K Buy
2025
Q1
$314K Sell
2024
Q4
$298K Sell
2024
Q3
$373K Hold
2024
Q2
$348K Buy
2024
Q1
$354K Sell
2023
Q4
$411K Sell
2023
Q3
$567K Buy
2023
Q2
$524K Sell
2023
Q1
$616K Buy
2022
Q4
$501K Buy
2022
Q3
$411K Sell
2022
Q2
$507K Sell
2022
Q1
$617K Buy
2021
Q4
$599K Buy