AAF 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 | $4.71M | Sell |
56,478
-1,580
| -3% | -$132K | 2.15% | 9 |
|
|
2025
Q1 | $4.39M | Sell |
58,058
-7,890
| -12% | -$597K | 2.37% | 10 |
|
|
2024
Q4 | $4.63M | Buy |
65,948
+338
| +0.5% | +$23.8K | 2.34% | 10 |
|
|
2024
Q3 | $5.12M | Sell |
65,610
-1,161
| -2% | -$90.6K | 2.58% | 9 |
|
|
2024
Q2 | $4.85M | Sell |
66,771
-604
| -0.9% | -$43.9K | 2.51% | 10 |
|
|
2024
Q1 | $5M | Sell |
67,375
-5,926
| -8% | -$440K | 2.81% | 10 |
|
|
2023
Q4 | $5.16M | Sell |
73,301
-434
| -0.6% | -$30.5K | 3.02% | 10 |
|
|
2023
Q3 | $4.74M | Sell |
73,735
-387
| -0.5% | -$24.9K | 3.05% | 10 |
|
|
2023
Q2 | $5M | Buy |
74,122
+578
| +0.8% | +$39K | 3.08% | 10 |
|
|
2023
Q1 | $4.92M | Sell |
73,544
-7,877
| -10% | -$527K | 3.21% | 10 |
|
|
2022
Q4 | $5.02M | Buy |
81,421
+29,984
| +58% | +$1.85M | 3.55% | 10 |
|
|
2022
Q3 | $2.71M | Buy |
51,437
+17,669
| +52% | +$931K | 2.16% | 11 |
|
|
2022
Q2 | $1.99M | Sell |
33,768
-3,199
| -9% | -$188K | 1.5% | 11 |
|
|
2022
Q1 | $2.57M | Sell |
36,967
-2,931
| -7% | -$204K | 1.69% | 11 |
|
|
2021
Q4 | $2.98M | Buy |
39,898
+2,078
| +5% | +$155K | 2.15% | 8 |
|
|
2021
Q3 | $2.81M | Sell |
37,820
-277
| -0.7% | -$20.6K | 2.13% | 9 |
|
|
2021
Q2 | $2.85M | Sell |
38,097
-3,625
| -9% | -$271K | 2.2% | 9 |
|
|
2021
Q1 | $3.01M | Sell |
41,722
-1,456
| -3% | -$105K | 2.55% | 8 |
|
|
2020
Q4 | $2.98M | Buy |
+43,178
| New | +$2.98M | 2.7% | 8 |
|