Adero Partners’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
Q1 | $722K | Sell |
9,539
-1
| -0% | -$76 | 0.05% | 104 |
|
|
2024
Q4 | $670K | Sell |
9,540
-158
| -2% | -$11.1K | 0.04% | 106 |
|
|
2024
Q3 | $757K | Sell |
9,698
-1,095
| -10% | -$85.5K | 0.05% | 96 |
|
|
2024
Q2 | $784K | Sell |
10,793
-308
| -3% | -$22.4K | 0.06% | 92 |
|
|
2024
Q1 | $824K | Sell |
11,101
-424
| -4% | -$31.5K | 0.06% | 85 |
|
|
2023
Q4 | $811K | Sell |
11,525
-149
| -1% | -$10.5K | 0.07% | 84 |
|
|
2023
Q3 | $751K | Sell |
11,674
-237
| -2% | -$15.3K | 0.07% | 85 |
|
|
2023
Q2 | $804K | Buy |
11,911
+29
| +0.2% | +$1.96K | 0.08% | 79 |
|
|
2023
Q1 | $794K | Buy |
11,882
+4,322
| +57% | +$289K | 0.09% | 77 |
|
|
2022
Q4 | $466K | Buy |
7,560
+1,122
| +17% | +$69.2K | 0.06% | 101 |
|
|
2022
Q3 | $350K | Sell |
6,438
-2,647
| -29% | -$144K | 0.04% | 111 |
|
|
2022
Q2 | $525K | Buy |
9,085
+841
| +10% | +$48.6K | 0.07% | 85 |
|
|
2022
Q1 | $573K | Sell |
8,244
-114
| -1% | -$7.92K | 0.08% | 79 |
|
|
2021
Q4 | $624K | Buy |
8,358
+205
| +3% | +$15.3K | 0.1% | 84 |
|
|
2021
Q3 | $605K | Hold |
8,153
| – | – | 0.11% | 80 |
|
|
2021
Q2 | $610K | Buy |
8,153
+1,762
| +28% | +$132K | 0.14% | 68 |
|
|
2021
Q1 | $460K | Buy |
6,391
+419
| +7% | +$30.2K | 0.21% | 70 |
|
|
2020
Q4 | $413K | Hold |
5,972
| – | – | 0.35% | 47 |
|
|
2020
Q3 | $360K | Sell |
5,972
-1,640
| -22% | -$98.9K | 0.29% | 58 |
|
|
2020
Q2 | $435K | Buy |
+7,612
| New | +$435K | 0.45% | 40 |
|