Wealth Group’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 | – | Sell |
-4,177
| Closed | -$316K | – | 123 |
|
|
2025
Q1 | $316K | Sell |
4,177
-196
| -4% | -$14.8K | 0.2% | 105 |
|
|
2024
Q4 | $307K | Buy |
+4,373
| New | +$307K | 0.2% | 113 |
|
|
2024
Q2 | – | Sell |
-2,790
| Closed | -$207K | – | 151 |
|
|
2024
Q1 | $207K | Buy |
+2,790
| New | +$207K | 0.16% | 143 |
|