Addison 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 | $80.6K | Buy |
+965
| New | +$80.6K | 0.02% | 339 |
|
|
2023
Q2 | – | Sell |
-20
| Closed | -$1.34K | – | 642 |
|
|
2023
Q1 | $1.34K | Sell |
20
-39
| -66% | -$2.61K | ﹤0.01% | 569 |
|
|
2022
Q4 | $3.64K | Buy |
+59
| New | +$3.64K | ﹤0.01% | 524 |
|
|
2022
Q3 | – | Sell |
-80
| Closed | -$5K | – | 723 |
|
|
2022
Q2 | $5K | Sell |
80
-77
| -49% | -$4.81K | ﹤0.01% | 506 |
|
|
2022
Q1 | $11K | Hold |
157
| – | – | 0.01% | 468 |
|
|
2021
Q4 | $12K | Hold |
157
| – | – | 0.01% | 392 |
|
|
2021
Q3 | $12K | Hold |
157
| – | – | 0.01% | 298 |
|
|
2021
Q2 | $12K | Buy |
+157
| New | +$12K | 0.01% | 291 |
|