Twin Peaks Wealth Advisors’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 | $169K | Sell |
1,980
-1,063
| -35% | -$90.6K | 0.05% | 169 |
|
|
2025
Q1 | $228K | Sell |
3,043
-669
| -18% | -$50.1K | 0.1% | 127 |
|
|
2024
Q4 | $261K | Buy |
3,712
+708
| +24% | +$49.8K | 0.11% | 116 |
|
|
2024
Q3 | $234K | Buy |
3,004
+56
| +2% | +$4.37K | 0.11% | 117 |
|
|
2024
Q2 | $214K | Sell |
2,948
-588
| -17% | -$42.7K | 0.11% | 122 |
|
|
2024
Q1 | $262K | Sell |
3,536
-1,651
| -32% | -$123K | 0.15% | 110 |
|
|
2023
Q4 | $365K | Buy |
+5,187
| New | +$365K | 0.23% | 85 |
|