AO
Advisor OS’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 | $525K | Buy |
6,287
+7
| +0.1% | +$584 | 0.05% | 249 |
|
|
2025
Q1 | $475K | Sell |
6,280
-304
| -5% | -$23K | 0.05% | 243 |
|
|
2024
Q4 | $463K | Buy |
6,584
+515
| +8% | +$36.2K | 0.05% | 234 |
|
|
2024
Q3 | $474K | Buy |
6,069
+404
| +7% | +$31.5K | 0.05% | 257 |
|
|
2024
Q2 | $412K | Buy |
5,665
+1
| +0% | +$73 | 0.05% | 259 |
|
|
2024
Q1 | $420K | Buy |
5,664
+625
| +12% | +$46.4K | 0.05% | 258 |
|
|
2023
Q4 | $354K | Sell |
5,039
-145
| -3% | -$10.2K | 0.05% | 237 |
|
|
2023
Q3 | $334K | Buy |
5,184
+421
| +9% | +$27.1K | 0.05% | 220 |
|
|
2023
Q2 | $321K | Buy |
4,763
+393
| +9% | +$26.5K | 0.05% | 232 |
|
|
2023
Q1 | $292K | Hold |
4,370
| – | – | 0.07% | 195 |
|
|
2022
Q4 | $269K | Buy |
4,370
+24
| +0.6% | +$1.48K | 0.07% | 183 |
|
|
2022
Q3 | $229K | Hold |
4,346
| – | – | 0.07% | 179 |
|
|
2022
Q2 | $256K | Buy |
4,346
+96
| +2% | +$5.66K | 0.07% | 185 |
|
|
2022
Q1 | $295K | Buy |
+4,250
| New | +$295K | 0.09% | 177 |
|