Vantage Financial Partners (Wisconsin)’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 | $633K | Sell |
7,588
-8,663
| -53% | -$723K | 0.15% | 98 |
|
|
2025
Q1 | $1.23M | Buy |
16,251
+255
| +2% | +$19.3K | 0.31% | 46 |
|
|
2024
Q4 | $1.12M | Sell |
15,996
-6,940
| -30% | -$488K | 0.28% | 54 |
|
|
2024
Q3 | $1.79M | Buy |
22,936
+11,489
| +100% | +$897K | 0.44% | 31 |
|
|
2024
Q2 | $832K | Sell |
11,447
-53
| -0.5% | -$3.85K | 0.22% | 52 |
|
|
2024
Q1 | $854K | Buy |
11,500
+835
| +8% | +$62K | 0.23% | 51 |
|
|
2023
Q4 | $750K | Buy |
10,665
+2,793
| +35% | +$196K | 0.22% | 50 |
|
|
2023
Q3 | $507K | Buy |
7,872
+4,382
| +126% | +$282K | 0.2% | 35 |
|
|
2023
Q2 | $236K | Sell |
3,490
-6,411
| -65% | -$433K | 0.09% | 70 |
|
|
2023
Q1 | $662K | Buy |
+9,901
| New | +$662K | 0.26% | 34 |
|