Waterway Wealth Management’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
$21.5M Buy
258,139
+244,237
+1,757% +$20.4M 6.52% 6
2025
Q1
$1.05M Buy
+13,902
New +$1.05M 0.44% 24
2024
Q1
Sell
-7,867
Closed -$553K 72
2023
Q4
$553K Buy
+7,867
New +$553K 0.23% 28