WealthCare Investment 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 | $1.45M | Sell |
17,354
-2,457
| -12% | -$205K | 0.52% | 57 |
|
|
2025
Q1 | $1.49M | Sell |
19,811
-18,242
| -48% | -$1.37M | 0.63% | 45 |
|
|
2024
Q4 | $2.67M | Buy |
38,053
+934
| +3% | +$65.5K | 1.16% | 26 |
|
|
2024
Q3 | $2.84M | Buy |
37,119
+1,293
| +4% | +$99K | 1.25% | 23 |
|
|
2024
Q2 | $2.6M | Buy |
35,826
+643
| +2% | +$46.7K | 1.21% | 26 |
|
|
2024
Q1 | $2.61M | Buy |
35,183
+973
| +3% | +$72.2K | 1.26% | 23 |
|
|
2023
Q4 | $2.39M | Buy |
34,210
+928
| +3% | +$64.9K | 1.31% | 22 |
|
|
2023
Q3 | $2.11M | Buy |
33,282
+531
| +2% | +$33.7K | 1.28% | 23 |
|
|
2023
Q2 | $2.19M | Sell |
32,751
-419
| -1% | -$28K | 1.31% | 23 |
|
|
2023
Q1 | $2.22M | Buy |
33,170
+2,384
| +8% | +$159K | 1.34% | 18 |
|
|
2022
Q4 | $1.9M | Sell |
30,786
-3,187
| -9% | -$196K | 1.29% | 18 |
|
|
2022
Q3 | $1.79M | Buy |
33,973
+485
| +1% | +$25.5K | 1.48% | 15 |
|
|
2022
Q2 | $1.97M | Buy |
33,488
+5,525
| +20% | +$325K | 1.69% | 13 |
|
|
2022
Q1 | $1.91M | Buy |
27,963
+3,837
| +16% | +$262K | 1.7% | 12 |
|
|
2021
Q4 | $1.8M | Buy |
+24,126
| New | +$1.8M | 1.74% | 15 |
|