Waypoint Wealth Partners’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
Q2 | $4.79M | Sell |
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|
2025
Q1 | $4.35M | Sell |
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|
2024
Q4 | $4.07M | Buy |
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|
2024
Q3 | $4.48M | Hold |
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|
2024
Q2 | $4.17M | Sell |
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|
2024
Q1 | $4.68M | Hold |
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|
2023
Q4 | $4.44M | Hold |
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|
2023
Q3 | $4.06M | Sell |
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|
2023
Q2 | $4.35M | Sell |
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|
2023
Q1 | $4.35M | Sell |
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|
2022
Q4 | $4.02M | Buy |
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|
2022
Q3 | $3.43M | Buy |
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|
2022
Q2 | $3.78M | Sell |
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|
2022
Q1 | $4.65M | Sell |
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|
2021
Q4 | $5M | Hold |
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|
2021
Q3 | $4.97M | Buy |
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|
2021
Q2 | $4.99M | Sell |
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|
2021
Q1 | $4.95M | Buy |
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|
2020
Q4 | $4.61M | Buy |
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