AA Financial Advisors’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 | $2.56M | Buy |
30,614
+6,616
| +28% | +$552K | 0.55% | 42 |
|
|
2025
Q1 | $1.82M | Sell |
23,998
-1,723
| -7% | -$130K | 0.44% | 45 |
|
|
2024
Q4 | $1.81M | Buy |
25,721
+3,522
| +16% | +$248K | 0.48% | 47 |
|
|
2024
Q3 | $1.73M | Buy |
22,199
+4,744
| +27% | +$370K | 0.5% | 47 |
|
|
2024
Q2 | $1.27M | Buy |
17,455
+4,510
| +35% | +$328K | 0.45% | 54 |
|
|
2024
Q1 | $961K | Buy |
12,945
+54
| +0.4% | +$4.01K | 0.39% | 66 |
|
|
2023
Q4 | $907K | Buy |
+12,891
| New | +$907K | 0.6% | 35 |
|