Acima Private Wealth’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 | $5.47M | Buy |
65,466
+296
| +0.5% | +$24.7K | 1.86% | 20 |
|
|
2025
Q1 | $4.93M | Sell |
65,170
-7,009
| -10% | -$530K | 1.77% | 19 |
|
|
2024
Q4 | $5.07M | Buy |
72,179
+2,532
| +4% | +$178K | 1.71% | 18 |
|
|
2024
Q3 | $5.44M | Buy |
69,647
+4,890
| +8% | +$382K | 1.82% | 16 |
|
|
2024
Q2 | $4.7M | Sell |
64,757
-286
| -0.4% | -$20.8K | 1.73% | 17 |
|
|
2024
Q1 | $4.83M | Buy |
65,043
+66
| +0.1% | +$4.9K | 1.78% | 14 |
|
|
2023
Q4 | $4.57M | Buy |
64,977
+602
| +0.9% | +$42.4K | 1.78% | 15 |
|
|
2023
Q3 | $4.14M | Sell |
64,375
-64
| -0.1% | -$4.12K | 1.84% | 15 |
|
|
2023
Q2 | $4.35M | Sell |
64,439
-345
| -0.5% | -$23.3K | 2.08% | 13 |
|
|
2023
Q1 | $4.33M | Buy |
64,784
+190
| +0.3% | +$12.7K | 2.13% | 12 |
|
|
2022
Q4 | $3.98M | Sell |
64,594
-9,574
| -13% | -$590K | 2.04% | 12 |
|
|
2022
Q3 | $3.91M | Sell |
74,168
-72
| -0.1% | -$3.79K | 2.01% | 13 |
|
|
2022
Q2 | $4.37M | Sell |
74,240
-3,709
| -5% | -$218K | 2.18% | 12 |
|
|
2022
Q1 | $5.42M | Sell |
77,949
-178
| -0.2% | -$12.4K | 2.5% | 9 |
|
|
2021
Q4 | $5.83M | Buy |
78,127
+870
| +1% | +$64.9K | 2.51% | 7 |
|
|
2021
Q3 | $5.74M | Buy |
77,257
+134
| +0.2% | +$9.95K | 2.64% | 5 |
|
|
2021
Q2 | $5.77M | Sell |
77,123
-304
| -0.4% | -$22.8K | 2.65% | 6 |
|
|
2021
Q1 | $5.58M | Buy |
77,427
+326
| +0.4% | +$23.5K | 2.74% | 4 |
|
|
2020
Q4 | $5.33M | Buy |
77,101
+7,670
| +11% | +$530K | 2.76% | 5 |
|
|
2020
Q3 | $4.19M | Buy |
69,431
+45,111
| +185% | +$2.72M | 2.52% | 10 |
|
|
2020
Q2 | $1.39M | Buy |
24,320
+21,501
| +763% | +$1.23M | 0.9% | 31 |
|
|
2020
Q1 | $141K | Sell |
2,819
-2,264
| -45% | -$113K | 0.11% | 130 |
|
|
2019
Q4 | $332K | Hold |
5,083
| – | – | 0.23% | 97 |
|
|
2019
Q3 | $310K | Hold |
5,083
| – | – | 0.24% | 94 |
|
|
2019
Q2 | $312K | Hold |
5,083
| – | – | 0.25% | 88 |
|
|
2019
Q1 | $309K | Buy |
5,083
+3,190
| +169% | +$194K | 0.26% | 87 |
|
|
2018
Q4 | $104K | Buy |
+1,893
| New | +$104K | 0.1% | 148 |
|