Advisor Resource Council’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 | – | Sell |
-2,845
| Closed | -$215K | – | 347 |
|
2025
Q1 | $215K | Sell |
2,845
-2,804
| -50% | -$212K | 0.02% | 536 |
|
2024
Q4 | $397K | Buy |
+5,649
| New | +$397K | 0.29% | 41 |
|
2022
Q3 | – | Sell |
-6,229
| Closed | -$366K | – | 297 |
|
2022
Q2 | $366K | Buy |
+6,229
| New | +$366K | 0.03% | 343 |
|
2022
Q1 | – | Sell |
-8,395
| Closed | -$626K | – | 347 |
|
2021
Q4 | $626K | Buy |
8,395
+1,782
| +27% | +$133K | 0.05% | 298 |
|
2021
Q3 | $490K | Buy |
+6,613
| New | +$490K | 0.15% | 137 |
|