Unique Wealth’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
Sell
2025
Q2
$470K Buy
2025
Q1
$354K Buy
2024
Q4
$283K Buy
2023
Q4
Sell
2023
Q3
$356K Sell
2023
Q2
$515K Sell
2023
Q1
$559K Sell
2022
Q4
$1.51M Buy