Williams & Novak’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 | $1.91M | Sell |
22,891
-1,762
| -7% | -$147K | 1.63% | 16 |
|
|
2025
Q1 | $1.87M | Sell |
24,653
-984
| -4% | -$74.6K | 1.83% | 12 |
|
|
2024
Q4 | $1.8M | Sell |
25,637
-2,713
| -10% | -$191K | 1.74% | 13 |
|
|
2024
Q3 | $2.21M | Sell |
28,350
-2,925
| -9% | -$228K | 2.07% | 10 |
|
|
2024
Q2 | $2.27M | Buy |
31,275
+44
| +0.1% | +$3.2K | 2.12% | 10 |
|
|
2024
Q1 | $2.2M | Hold |
31,231
| – | – | 2.5% | 9 |
|
|
2023
Q4 | $2.2M | Buy |
+31,231
| New | +$2.2M | 2.5% | 9 |
|