Wiser Wealth Management’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 | $2.07M | Sell |
24,774
-50
| -0.2% | -$4.17K | 0.52% | 18 |
|
|
2025
Q1 | $1.88M | Buy |
24,824
+803
| +3% | +$60.7K | 0.53% | 17 |
|
|
2024
Q4 | $1.69M | Sell |
24,021
-7,209
| -23% | -$507K | 0.47% | 20 |
|
|
2024
Q3 | $2.44M | Buy |
31,230
+15,849
| +103% | +$1.24M | 0.7% | 16 |
|
|
2024
Q2 | $1.12M | Buy |
15,381
+6,731
| +78% | +$489K | 0.35% | 20 |
|
|
2024
Q1 | $642K | Buy |
8,650
+61
| +0.7% | +$4.53K | 0.21% | 22 |
|
|
2023
Q4 | $594K | Buy |
8,589
+1,043
| +14% | +$72.2K | 0.22% | 25 |
|
|
2023
Q3 | $486K | Buy |
7,546
+942
| +14% | +$60.6K | 0.2% | 28 |
|
|
2023
Q2 | $446K | Sell |
6,604
-75
| -1% | -$5.06K | 0.18% | 27 |
|
|
2023
Q1 | $446K | Buy |
6,679
+75
| +1% | +$5.01K | 0.19% | 27 |
|
|
2022
Q4 | $407K | Buy |
6,604
+2,438
| +59% | +$150K | 0.19% | 33 |
|
|
2022
Q3 | $219K | Sell |
4,166
-40,736
| -91% | -$2.14M | 0.11% | 32 |
|
|
2022
Q2 | $2.64M | Buy |
+44,902
| New | +$2.64M | 1.37% | 15 |
|