Wealth Management 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 | $777K | Sell |
9,405
-358
| -4% | -$29.6K | 0.27% | 75 |
|
|
2025
Q1 | $739K | Sell |
9,763
-180
| -2% | -$13.6K | 0.34% | 62 |
|
|
2024
Q4 | $699K | Buy |
9,943
+5
| +0.1% | +$351 | 0.3% | 67 |
|
|
2024
Q3 | $776K | Sell |
9,938
-259
| -3% | -$20.2K | 0.36% | 58 |
|
|
2024
Q2 | $741K | Buy |
10,197
+20
| +0.2% | +$1.45K | 0.36% | 55 |
|
|
2024
Q1 | $755K | Sell |
10,177
-104
| -1% | -$7.72K | 0.38% | 56 |
|
|
2023
Q4 | $723K | Sell |
10,281
-590
| -5% | -$41.5K | 0.4% | 52 |
|
|
2023
Q3 | $700K | Sell |
10,871
-103
| -0.9% | -$6.63K | 0.44% | 51 |
|
|
2023
Q2 | $741K | Sell |
10,974
-522
| -5% | -$35.2K | 0.47% | 48 |
|
|
2023
Q1 | $769K | Sell |
11,496
-504
| -4% | -$33.7K | 0.54% | 41 |
|
|
2022
Q4 | $757K | Sell |
12,000
-1,000
| -8% | -$63K | 0.63% | 41 |
|
|
2022
Q3 | $712K | Hold |
13,000
| – | – | 0.63% | 43 |
|
|
2022
Q2 | $793K | Sell |
13,000
-1,000
| -7% | -$61K | 0.69% | 37 |
|
|
2022
Q1 | $1M | Sell |
14,000
-1,000
| -7% | -$71.6K | 0.71% | 34 |
|
|
2021
Q4 | $1.11M | Buy |
15,000
+608
| +4% | +$45K | 0.76% | 31 |
|
|
2021
Q3 | $1.07M | Sell |
14,392
-283
| -2% | -$21K | 0.79% | 32 |
|
|
2021
Q2 | $1.1M | Sell |
14,675
-563
| -4% | -$42.2K | 0.77% | 35 |
|
|
2021
Q1 | $1.12M | Buy |
15,238
+619
| +4% | +$45.5K | 0.84% | 33 |
|
|
2020
Q4 | $1.04M | Buy |
+14,619
| New | +$1.04M | 0.82% | 33 |
|