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Wingate Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.45M Buy
17,402
+25
+0.1% +$2.09K 1.29% 30
2025
Q1
$1.31M Buy
17,377
+284
+2% +$21.5K 1.51% 25
2024
Q4
$1.2M Buy
+17,093
New +$1.2M 1.18% 24