AFC
Adaptive Financial Consulting’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
146,056
-1,881
| -1% | -$157K | 5.09% | 8 |
|
|
2025
Q1 | $11.2M | Sell |
147,937
-5,121
| -3% | -$387K | 4.79% | 8 |
|
|
2024
Q4 | $10.8M | Sell |
153,058
-1,758
| -1% | -$124K | 4.46% | 8 |
|
|
2024
Q3 | $12.1M | Buy |
154,816
+838
| +0.5% | +$65.4K | 4.92% | 8 |
|
|
2024
Q2 | $11.2M | Sell |
153,978
-4,310
| -3% | -$313K | 4.85% | 8 |
|
|
2024
Q1 | $11.7M | Buy |
158,288
+2,911
| +2% | +$216K | 5.24% | 7 |
|
|
2023
Q4 | $10.9M | Sell |
155,377
-523
| -0.3% | -$36.8K | 5.82% | 7 |
|
|
2023
Q3 | $10M | Buy |
155,900
+3,073
| +2% | +$198K | 5.68% | 7 |
|
|
2023
Q2 | $10.3M | Sell |
152,827
-12,186
| -7% | -$823K | 5.79% | 7 |
|
|
2023
Q1 | $11M | Buy |
165,013
+3,119
| +2% | +$209K | 5.96% | 7 |
|
|
2022
Q4 | $9.98M | Buy |
161,894
+3,164
| +2% | +$195K | 5.72% | 7 |
|
|
2022
Q3 | $8.36M | Buy |
158,730
+8,439
| +6% | +$444K | 5.23% | 10 |
|
|
2022
Q2 | $8.85M | Buy |
150,291
+10,963
| +8% | +$645K | 5.48% | 9 |
|
|
2022
Q1 | $9.69M | Buy |
139,328
+4,810
| +4% | +$334K | 5.69% | 9 |
|
|
2021
Q4 | $10M | Buy |
134,518
+3,973
| +3% | +$297K | 5.73% | 9 |
|
|
2021
Q3 | $9.69M | Buy |
130,545
+1,520
| +1% | +$113K | 5.98% | 9 |
|
|
2021
Q2 | $9.66M | Buy |
129,025
+2,850
| +2% | +$213K | 6.03% | 9 |
|
|
2021
Q1 | $9.09M | Buy |
126,175
+14,894
| +13% | +$1.07M | 6.11% | 8 |
|
|
2020
Q4 | $7.69M | Sell |
111,281
-3,382
| -3% | -$234K | 5.83% | 8 |
|
|
2020
Q3 | $6.91M | Buy |
114,663
+6,989
| +6% | +$421K | 5.44% | 8 |
|
|
2020
Q2 | $6.16M | Buy |
107,674
+12,380
| +13% | +$708K | 5.41% | 8 |
|
|
2020
Q1 | $4.75M | Buy |
95,294
+6,142
| +7% | +$306K | 4.88% | 9 |
|
|
2019
Q4 | $5.82M | Buy |
+89,152
| New | +$5.82M | 5.58% | 8 |
|