Vermillion & White Wealth Management Group’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 | $260K | Buy |
3,113
+7
| +0.2% | +$584 | 0.17% | 52 |
|
2025
Q1 | $235K | Sell |
3,106
-4
| -0.1% | -$303 | 0.17% | 51 |
|
2024
Q4 | $219K | Buy |
3,110
+5
| +0.2% | +$351 | 0.16% | 61 |
|
2024
Q3 | $242K | Sell |
3,105
-290
| -9% | -$22.6K | 0.18% | 55 |
|
2024
Q2 | $247K | Buy |
3,395
+6
| +0.2% | +$436 | 0.19% | 59 |
|
2024
Q1 | $252K | Hold |
3,389
| – | – | 0.2% | 56 |
|
2023
Q4 | $238K | Buy |
+3,389
| New | +$238K | 0.23% | 44 |
|