WR Wealth Planners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $41.6K | Sell |
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|
2024
Q3 | $78.9K | Sell |
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|
2024
Q2 | $78.6K | Sell |
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|
2024
Q1 | $87.4K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $103K | Sell |
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|
2023
Q2 | $110K | Sell |
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|
2023
Q1 | $123K | Sell |
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|
2022
Q4 | $128K | Buy |
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|
2022
Q3 | $106K | Buy |
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|
2022
Q2 | $109K | Sell |
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|
2022
Q1 | $151K | Buy |
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