Wealth Forward LLC’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 | $236K | Hold |
2,826
| – | – | 0.16% | 30 |
|
|
2025
Q1 | $214K | Buy |
+2,826
| New | +$214K | 0.15% | 31 |
|
|
2024
Q4 | – | Sell |
-2,826
| Closed | -$221K | – | 31 |
|
|
2024
Q3 | $221K | Hold |
2,826
| – | – | 0.15% | 31 |
|
|
2024
Q2 | $205K | Hold |
2,826
| – | – | 0.16% | 31 |
|
|
2024
Q1 | $210K | Buy |
+2,826
| New | +$210K | 0.17% | 31 |
|