Wade Financial Advisory’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
Q1
$7.45M Buy
2024
Q4
$6.91M Buy
2024
Q3
$7.35M Buy
2024
Q2
$6.57M Sell
2024
Q1
$6.87M Sell
2023
Q4
$6.69M Buy
2023
Q3
$5.71M Buy
2023
Q2
$5.95M Buy
2023
Q1
$5.88M Sell
2022
Q4
$5.43M Sell
2022
Q3
$5.99M Buy
2022
Q2
$4.86M Buy
2022
Q1
$5.18M Buy
2021
Q4
$3.4M Buy
2021
Q3
$3.32M Sell
2021
Q2
$3.36M Buy
2021
Q1
$3.19M Sell
2020
Q4
$3.06M Buy
2020
Q3
$2.64M Sell
2020
Q2
$2.51M Sell
2020
Q1
$2.82M Buy
2019
Q4
$445K Buy