Watershed Private Wealth’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 | $1.14M | Sell |
13,703
-362
| -3% | -$30.2K | 0.42% | 40 |
|
|
2025
Q1 | $1.06M | Buy |
14,065
+1,214
| +9% | +$91.8K | 0.43% | 45 |
|
|
2024
Q4 | $903K | Buy |
12,851
+200
| +2% | +$14.1K | 0.35% | 50 |
|
|
2024
Q3 | $987K | Buy |
12,651
+1,400
| +12% | +$109K | 0.39% | 47 |
|
|
2024
Q2 | $817K | Buy |
11,251
+220
| +2% | +$16K | 0.35% | 55 |
|
|
2024
Q1 | $819K | Buy |
+11,031
| New | +$819K | 0.36% | 55 |
|