WA
Wealthstream Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.07M | Sell |
108,680
-1,623
| -1% | -$135K | 1.51% | 8 |
|
|
2025
Q1 | $8.34M | Hold |
110,303
| – | – | 1.56% | 9 |
|
|
2024
Q4 | $7.75M | Sell |
110,303
-278
| -0.3% | -$19.5K | 1.43% | 9 |
|
|
2024
Q3 | $8.63M | Sell |
110,581
-433
| -0.4% | -$33.8K | 1.57% | 10 |
|
|
2024
Q2 | $8.06M | Sell |
111,014
-313
| -0.3% | -$22.7K | 2.95% | 7 |
|
|
2024
Q1 | $8.26M | Sell |
111,327
-7,375
| -6% | -$547K | 3.14% | 6 |
|
|
2023
Q4 | $8.35M | Buy |
118,702
+1,098
| +0.9% | +$77.2K | 3.45% | 6 |
|
|
2023
Q3 | $7.57M | Sell |
117,604
-896
| -0.8% | -$57.7K | 3.91% | 6 |
|
|
2023
Q2 | $8M | Buy |
118,500
+1,746
| +1% | +$118K | 4.2% | 6 |
|
|
2023
Q1 | $7.81M | Sell |
116,754
-398
| -0.3% | -$26.6K | 4.66% | 6 |
|
|
2022
Q4 | $7.22M | Buy |
117,152
+173
| +0.1% | +$10.7K | 4.71% | 6 |
|
|
2022
Q3 | $6.16M | Buy |
116,979
+738
| +0.6% | +$38.9K | 6.62% | 3 |
|
|
2022
Q2 | $6.84M | Sell |
116,241
-1,689
| -1% | -$99.4K | 6.91% | 3 |
|
|
2022
Q1 | $8.2M | Sell |
117,930
-64
| -0.1% | -$4.45K | 7.17% | 3 |
|
|
2021
Q4 | $8.81M | Buy |
+117,994
| New | +$8.81M | 7.51% | 3 |
|