Western Wealth Management’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 | $5.59M | Sell |
66,954
-6,370
| -9% | -$532K | 0.33% | 54 |
|
|
2025
Q1 | $5.55M | Buy |
73,324
+2,096
| +3% | +$159K | 0.37% | 55 |
|
|
2024
Q4 | $5.01M | Sell |
71,228
-507
| -0.7% | -$35.6K | 0.33% | 62 |
|
|
2024
Q3 | $5.6M | Buy |
71,735
+4,840
| +7% | +$378K | 0.32% | 63 |
|
|
2024
Q2 | $4.86M | Buy |
66,895
+2,255
| +3% | +$164K | 0.36% | 51 |
|
|
2024
Q1 | $4.8M | Sell |
64,640
-5,903
| -8% | -$438K | 0.37% | 56 |
|
|
2023
Q4 | $4.96M | Buy |
70,543
+8,249
| +13% | +$580K | 0.36% | 54 |
|
|
2023
Q3 | $4.01M | Buy |
62,294
+1,212
| +2% | +$78K | 0.34% | 60 |
|
|
2023
Q2 | $4.12M | Buy |
61,082
+26,032
| +74% | +$1.76M | 0.35% | 59 |
|
|
2023
Q1 | $2.34M | Buy |
35,050
+3,060
| +10% | +$205K | 0.22% | 107 |
|
|
2022
Q4 | $1.97M | Sell |
31,990
-49,825
| -61% | -$3.07M | 0.2% | 120 |
|
|
2022
Q3 | $4.32M | Buy |
81,815
+7,398
| +10% | +$390K | 0.25% | 92 |
|
|
2022
Q2 | $4.38M | Sell |
74,417
-1,735
| -2% | -$102K | 0.25% | 88 |
|
|
2022
Q1 | $5.29M | Buy |
76,152
+27,885
| +58% | +$1.94M | 0.26% | 84 |
|
|
2021
Q4 | $3.6M | Buy |
+48,267
| New | +$3.6M | 0.35% | 57 |
|
|
2021
Q2 | $3.36M | Buy |
45,030
+24,624
| +121% | +$1.84M | 0.35% | 62 |
|
|
2021
Q1 | $1.47M | Buy |
20,406
+1,608
| +9% | +$116K | 0.2% | 120 |
|
|
2020
Q4 | $1.3M | Sell |
18,798
-12,945
| -41% | -$895K | 0.19% | 127 |
|
|
2020
Q3 | $1.91M | Sell |
31,743
-393
| -1% | -$23.7K | 0.31% | 74 |
|
|
2020
Q2 | $1.84M | Sell |
32,136
-1,070
| -3% | -$61.2K | 0.33% | 68 |
|
|
2020
Q1 | $1.66M | Buy |
33,206
+10,164
| +44% | +$507K | 0.38% | 58 |
|
|
2019
Q4 | $1.5M | Sell |
23,042
-11,593
| -33% | -$756K | 0.23% | 102 |
|
|
2019
Q3 | $2.11M | Sell |
34,635
-1,326
| -4% | -$80.6K | 0.44% | 51 |
|
|
2019
Q2 | $2.2M | Sell |
35,961
-298
| -0.8% | -$18.2K | 0.29% | 72 |
|
|
2019
Q1 | $2.19M | Buy |
36,259
+3,961
| +12% | +$239K | 0.49% | 44 |
|
|
2018
Q4 | $1.78M | Buy |
+32,298
| New | +$1.78M | 0.48% | 42 |
|