Access Financial Services’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 | $973K | Buy |
11,657
+225
| +2% | +$18.8K | 0.37% | 51 |
|
|
2025
Q1 | $865K | Buy |
11,432
+70
| +0.6% | +$5.3K | 0.35% | 55 |
|
|
2024
Q4 | $799K | Buy |
11,362
+1,431
| +14% | +$101K | 0.36% | 64 |
|
|
2024
Q3 | $775K | Sell |
9,931
-350
| -3% | -$27.3K | 0.36% | 63 |
|
|
2024
Q2 | $747K | Sell |
10,281
-33
| -0.3% | -$2.4K | 0.34% | 66 |
|
|
2024
Q1 | $766K | Sell |
10,314
-1,932
| -16% | -$143K | 0.34% | 64 |
|
|
2023
Q4 | $862K | Sell |
12,246
-9,409
| -43% | -$662K | 0.44% | 62 |
|
|
2023
Q3 | $1.39M | Sell |
21,655
-29
| -0.1% | -$1.87K | 0.83% | 37 |
|
|
2023
Q2 | $1.46M | Sell |
21,684
-54
| -0.2% | -$3.65K | 0.85% | 35 |
|
|
2023
Q1 | $1.45M | Sell |
21,738
-84
| -0.4% | -$5.62K | 0.88% | 31 |
|
|
2022
Q4 | $1.35M | Buy |
21,822
+931
| +4% | +$57.4K | 0.82% | 35 |
|
|
2022
Q3 | $1.1M | Sell |
20,891
-273
| -1% | -$14.4K | 0.71% | 43 |
|
|
2022
Q2 | $1.25M | Buy |
21,164
+390
| +2% | +$23K | 0.71% | 38 |
|
|
2022
Q1 | $1.44M | Buy |
20,774
+409
| +2% | +$28.4K | 0.69% | 45 |
|
|
2021
Q4 | $1.52M | Sell |
20,365
-203
| -1% | -$15.2K | 0.68% | 47 |
|
|
2021
Q3 | $1.53M | Buy |
20,568
+68
| +0.3% | +$5.05K | 0.69% | 44 |
|
|
2021
Q2 | $1.54M | Sell |
20,500
-3,985
| -16% | -$298K | 0.71% | 53 |
|
|
2021
Q1 | $1.76M | Sell |
24,485
-889
| -4% | -$64K | 0.83% | 42 |
|
|
2020
Q4 | $1.75M | Buy |
+25,374
| New | +$1.75M | 0.86% | 35 |
|