WealthShield 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 | $724K | Buy |
8,675
+107
| +1% | +$8.93K | 0.09% | 201 |
|
|
2025
Q1 | $648K | Buy |
8,568
+552
| +7% | +$41.8K | 0.08% | 201 |
|
|
2024
Q4 | $563K | Buy |
8,016
+58
| +0.7% | +$4.08K | 0.08% | 203 |
|
|
2024
Q3 | $621K | Buy |
7,958
+297
| +4% | +$23.2K | 0.08% | 196 |
|
|
2024
Q2 | $556K | Sell |
7,661
-453
| -6% | -$32.9K | 0.08% | 198 |
|
|
2024
Q1 | $602K | Sell |
8,114
-294
| -3% | -$21.8K | 0.1% | 180 |
|
|
2023
Q4 | $592K | Sell |
8,408
-154,538
| -95% | -$10.9M | 0.1% | 185 |
|
|
2023
Q3 | $10.5M | Buy |
162,946
+13,067
| +9% | +$841K | 1.58% | 10 |
|
|
2023
Q2 | $10.1M | Buy |
149,879
+3,855
| +3% | +$260K | 1.52% | 13 |
|
|
2023
Q1 | $9.76M | Buy |
146,024
+5,341
| +4% | +$357K | 1.57% | 12 |
|
|
2022
Q4 | $8.67M | Buy |
140,683
+16,417
| +13% | +$1.01M | 1.66% | 11 |
|
|
2022
Q3 | $6.55M | Buy |
124,266
+26,833
| +28% | +$1.41M | 1.3% | 16 |
|
|
2022
Q2 | $5.73M | Buy |
97,433
+50,593
| +108% | +$2.98M | 1.14% | 21 |
|
|
2022
Q1 | $3.26M | Sell |
46,840
-19,833
| -30% | -$1.38M | 0.52% | 49 |
|
|
2021
Q4 | $4.98M | Buy |
66,673
+33,415
| +100% | +$2.49M | 0.83% | 33 |
|
|
2021
Q3 | $2.47M | Sell |
33,258
-111,617
| -77% | -$8.29M | 0.66% | 40 |
|
|
2021
Q2 | $10.8M | Buy |
144,875
+91,590
| +172% | +$6.86M | 1.7% | 15 |
|
|
2021
Q1 | $3.84M | Sell |
53,285
-51,471
| -49% | -$3.71M | 0.69% | 44 |
|
|
2020
Q4 | $7.24M | Buy |
104,756
+59,690
| +132% | +$4.12M | 1.34% | 19 |
|
|
2020
Q3 | $2.72M | Buy |
45,066
+5,902
| +15% | +$356K | 0.95% | 27 |
|
|
2020
Q2 | $2.24M | Sell |
39,164
-35,521
| -48% | -$2.03M | 1.03% | 25 |
|
|
2020
Q1 | $3.73M | Buy |
74,685
+7,120
| +11% | +$355K | 2.28% | 10 |
|
|
2019
Q4 | $4.41M | Buy |
67,565
+147
| +0.2% | +$9.59K | 2.15% | 10 |
|
|
2019
Q3 | $4.12M | Buy |
67,418
+6,154
| +10% | +$376K | 2.18% | 11 |
|
|
2019
Q2 | $3.76M | Buy |
61,264
+5,673
| +10% | +$348K | 2.18% | 10 |
|
|
2019
Q1 | $3.38M | Buy |
55,591
+18,286
| +49% | +$1.11M | 1.89% | 12 |
|
|
2018
Q4 | $2.05M | Buy |
37,305
+2,567
| +7% | +$141K | 1.4% | 17 |
|
|
2018
Q3 | $2.23M | Buy |
34,738
+5,008
| +17% | +$321K | 1.27% | 18 |
|
|
2018
Q2 | $1.88M | Buy |
29,730
+2,815
| +10% | +$178K | 1.15% | 21 |
|
|
2018
Q1 | $1.77M | Buy |
26,915
+1,951
| +8% | +$129K | 1.12% | 22 |
|
|
2017
Q4 | $1.66M | Buy |
+24,964
| New | +$1.66M | 1.01% | 24 |
|