Westmount 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 | $927K | Sell |
11,104
-689
| -6% | -$57.5K | 0.25% | 79 |
|
|
2025
Q1 | $892K | Buy |
11,793
+101
| +0.9% | +$7.64K | 0.27% | 81 |
|
|
2024
Q4 | $822K | Sell |
11,692
-49
| -0.4% | -$3.44K | 0.25% | 81 |
|
|
2024
Q3 | $916K | Sell |
11,741
-13
| -0.1% | -$1.02K | 0.28% | 76 |
|
|
2024
Q2 | $855K | Sell |
11,754
-180
| -2% | -$13.1K | 0.28% | 73 |
|
|
2024
Q1 | $886K | Buy |
11,934
+2,306
| +24% | +$171K | 0.32% | 70 |
|
|
2023
Q4 | $677K | Buy |
9,628
+217
| +2% | +$15.3K | 0.28% | 81 |
|
|
2023
Q3 | $606K | Buy |
+9,411
| New | +$606K | 0.27% | 86 |
|