WMS Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

WMS Partners’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$332K	Buy
2024 Q3	$229K	Sell
2024 Q2	$216K	Sell
2024 Q1	$227K	Buy
2016 Q4	–	Sell
2016 Q3	$204K	Buy