Waypoint Wealth Partners’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 | $4.79M | Sell |
57,399
-69
| -0.1% | -$5.76K | 1.16% | 10 |
|
|
2025
Q1 | $4.35M | Sell |
57,468
-468
| -0.8% | -$35.4K | 1.2% | 9 |
|
|
2024
Q4 | $4.07M | Buy |
57,936
+537
| +0.9% | +$37.7K | 1.11% | 11 |
|
|
2024
Q3 | $4.48M | Hold |
57,399
| – | – | 1.19% | 9 |
|
|
2024
Q2 | $4.17M | Sell |
57,399
-5,700
| -9% | -$414K | 1.22% | 10 |
|
|
2024
Q1 | $4.68M | Hold |
63,099
| – | – | 1.33% | 9 |
|
|
2023
Q4 | $4.44M | Hold |
63,099
| – | – | 1.38% | 9 |
|
|
2023
Q3 | $4.06M | Sell |
63,099
-1,412
| -2% | -$90.9K | 1.41% | 10 |
|
|
2023
Q2 | $4.35M | Sell |
64,511
-535
| -0.8% | -$36.1K | 1.49% | 10 |
|
|
2023
Q1 | $4.35M | Sell |
65,046
-118
| -0.2% | -$7.89K | 1.55% | 9 |
|
|
2022
Q4 | $4.02M | Buy |
65,164
+118
| +0.2% | +$7.27K | 1.58% | 10 |
|
|
2022
Q3 | $3.43M | Buy |
65,046
+837
| +1% | +$44.1K | 1.44% | 12 |
|
|
2022
Q2 | $3.78M | Sell |
64,209
-2,633
| -4% | -$155K | 1.45% | 14 |
|
|
2022
Q1 | $4.65M | Sell |
66,842
-90
| -0.1% | -$6.26K | 1.7% | 10 |
|
|
2021
Q4 | $5M | Hold |
66,932
| – | – | 1.71% | 10 |
|
|
2021
Q3 | $4.97M | Buy |
66,932
+283
| +0.4% | +$21K | 1.86% | 8 |
|
|
2021
Q2 | $4.99M | Sell |
66,649
-2,081
| -3% | -$156K | 1.93% | 8 |
|
|
2021
Q1 | $4.95M | Buy |
68,730
+2,081
| +3% | +$150K | 3.61% | 6 |
|
|
2020
Q4 | $4.61M | Buy |
+66,649
| New | +$4.61M | 3.61% | 6 |
|