Wealth Management 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
Q4 | $975K | Sell |
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|
2025
Q3 | $962K | Buy |
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|
2025
Q2 | $777K | Sell |
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|
2025
Q1 | $739K | Sell |
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|
2024
Q4 | $699K | Buy |
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|
2024
Q3 | $776K | Sell |
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|
2024
Q2 | $741K | Buy |
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|
2024
Q1 | $755K | Sell |
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|
2023
Q4 | $723K | Sell |
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|
2023
Q3 | $700K | Sell |
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|
2023
Q2 | $741K | Sell |
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|
2023
Q1 | $769K | Sell |
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|
2022
Q4 | $757K | Sell |
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|
2022
Q3 | $712K | Hold |
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|
2022
Q2 | $793K | Sell |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $1.1M | Sell |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $1.04M | Buy |
|