Wolff Wiese Magana’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 | $1.12M | Buy |
13,475
+1,482
| +12% | +$124K | 0.7% | 51 |
|
|
2025
Q1 | $907K | Buy |
11,993
+1,777
| +17% | +$134K | 0.62% | 53 |
|
|
2024
Q4 | $718K | Buy |
10,216
+2,258
| +28% | +$159K | 0.48% | 54 |
|
|
2024
Q3 | $621K | Buy |
7,958
+1,848
| +30% | +$144K | 0.43% | 58 |
|
|
2024
Q2 | $444K | Buy |
6,110
+1,985
| +48% | +$144K | 0.35% | 63 |
|
|
2024
Q1 | $306K | Buy |
4,125
+899
| +28% | +$66.7K | 0.26% | 70 |
|
|
2023
Q4 | $227K | Sell |
3,226
-16,171
| -83% | -$1.14M | 0.22% | 77 |
|
|
2023
Q3 | $1.25M | Buy |
19,397
+1,020
| +6% | +$65.6K | 1.02% | 36 |
|
|
2023
Q2 | $1.24M | Buy |
18,377
+208
| +1% | +$14K | 0.96% | 39 |
|
|
2023
Q1 | $1.21M | Buy |
18,169
+258
| +1% | +$17.2K | 0.99% | 39 |
|
|
2022
Q4 | $1.1M | Sell |
17,911
-2,049
| -10% | -$126K | 0.95% | 39 |
|
|
2022
Q3 | $1.05M | Sell |
19,960
-988
| -5% | -$52K | 0.84% | 41 |
|
|
2022
Q2 | $1.23M | Sell |
20,948
-1,266
| -6% | -$74.5K | 0.9% | 40 |
|
|
2022
Q1 | $1.54M | Buy |
22,214
+3,728
| +20% | +$259K | 1.03% | 29 |
|
|
2021
Q4 | $1.38M | Buy |
18,486
+593
| +3% | +$44.3K | 0.89% | 32 |
|
|
2021
Q3 | $1.33M | Buy |
17,893
+5,238
| +41% | +$389K | 0.94% | 28 |
|
|
2021
Q2 | $947K | Sell |
12,655
-214
| -2% | -$16K | 0.68% | 42 |
|
|
2021
Q1 | $927K | Buy |
12,869
+2,645
| +26% | +$191K | 0.72% | 41 |
|
|
2020
Q4 | $706K | Buy |
+10,224
| New | +$706K | 0.6% | 46 |
|