William Howard & Co Financial Advisors’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 | $4.62M | Sell |
55,332
-1,032
| -2% | -$86.2K | 4.03% | 6 |
|
|
2025
Q1 | $4.26M | Sell |
56,364
-2,642
| -4% | -$200K | 4% | 6 |
|
|
2024
Q4 | $4.15M | Buy |
59,006
+6,788
| +13% | +$477K | 3.75% | 6 |
|
|
2024
Q3 | $4.08M | Buy |
52,218
+1,658
| +3% | +$129K | 3.48% | 7 |
|
|
2024
Q2 | $3.67M | Buy |
50,560
+249
| +0.5% | +$18.1K | 3.39% | 8 |
|
|
2024
Q1 | $3.74M | Buy |
+50,311
| New | +$3.74M | 3.5% | 7 |
|