WGC
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Watts Gwilliam & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Watts Gwilliam & Co’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$445K Buy
5,887
+709
+14% +$53.6K 0.1% 135
2024
Q4 		$368K Hold
5,178
– – 0.08% 150
2024
Q3 		$396K Buy
+5,178
New +$396K 0.09% 142
2024
Q1 		$445K Buy
+5,913
New +$445K 0.14% 118