Widmann Financial Services’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 | $9.05M | Buy |
108,406
+2,120
| +2% | +$177K | 6.31% | 1 |
|
|
2025
Q1 | $8.04M | Buy |
106,286
+2,874
| +3% | +$217K | 6.25% | 1 |
|
|
2024
Q4 | $7.27M | Sell |
103,412
-1,976
| -2% | -$139K | 5.62% | 1 |
|
|
2024
Q3 | $8.23M | Buy |
105,388
+2,024
| +2% | +$158K | 6.23% | 1 |
|
|
2024
Q2 | $7.51M | Buy |
103,364
+503
| +0.5% | +$36.5K | 6.11% | 1 |
|
|
2024
Q1 | $7.63M | Buy |
102,861
+2,447
| +2% | +$182K | 6.41% | 1 |
|
|
2023
Q4 | $7.06M | Buy |
100,414
+1,826
| +2% | +$128K | 6.36% | 1 |
|
|
2023
Q3 | $6.34M | Buy |
98,588
+1,776
| +2% | +$114K | 6.32% | 1 |
|
|
2023
Q2 | $6.53M | Buy |
96,812
+130
| +0.1% | +$8.78K | 6.25% | 1 |
|
|
2023
Q1 | $6.46M | Sell |
96,682
-630
| -0.6% | -$42.1K | 6.51% | 1 |
|
|
2022
Q4 | $6M | Sell |
97,312
-2,741
| -3% | -$169K | 6.28% | 1 |
|
|
2022
Q3 | $5.27M | Buy |
100,053
+5,250
| +6% | +$277K | 5.84% | 1 |
|
|
2022
Q2 | $5.58M | Buy |
94,803
+1,728
| +2% | +$102K | 5.77% | 1 |
|
|
2022
Q1 | $6.47M | Buy |
93,075
+3,796
| +4% | +$264K | 5.73% | 2 |
|
|
2021
Q4 | $6.66M | Buy |
+89,279
| New | +$6.66M | 5.49% | 1 |
|