Advisornet Financial’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 | $2.06M | Sell |
24,685
-51
| -0.2% | -$4.26K | 0.13% | 159 |
|
2025
Q1 | $1.87M | Sell |
24,736
-73
| -0.3% | -$5.52K | 0.14% | 167 |
|
2024
Q4 | $1.74M | Sell |
24,809
-4,048
| -14% | -$284K | 0.15% | 151 |
|
2024
Q3 | $2.25M | Buy |
28,857
+6,354
| +28% | +$496K | 0.17% | 137 |
|
2024
Q2 | $1.63M | Buy |
22,503
+321
| +1% | +$23.3K | 0.15% | 151 |
|
2024
Q1 | $1.65M | Sell |
22,182
-595
| -3% | -$44.2K | 0.16% | 145 |
|
2023
Q4 | $1.6M | Sell |
22,777
-588
| -3% | -$41.4K | 0.15% | 164 |
|
2023
Q3 | $1.5M | Buy |
23,365
+128
| +0.6% | +$8.24K | 0.14% | 157 |
|
2023
Q2 | $1.57M | Sell |
23,237
-8,567
| -27% | -$578K | 0.13% | 161 |
|
2023
Q1 | $2.13M | Sell |
31,804
-593
| -2% | -$39.6K | 0.19% | 127 |
|
2022
Q4 | $2M | Sell |
32,397
-5,356
| -14% | -$330K | 0.2% | 125 |
|
2022
Q3 | $1.99M | Buy |
37,753
+4,838
| +15% | +$255K | 0.2% | 120 |
|
2022
Q2 | $1.94M | Buy |
32,915
+2,701
| +9% | +$159K | 0.19% | 128 |
|
2022
Q1 | $2.1M | Buy |
30,214
+2,484
| +9% | +$173K | 0.13% | 152 |
|
2021
Q4 | $2.07M | Buy |
27,730
+910
| +3% | +$67.9K | 0.13% | 153 |
|
2021
Q3 | $1.99M | Sell |
26,820
-3,561
| -12% | -$264K | 0.14% | 144 |
|
2021
Q2 | $2.27M | Buy |
30,381
+219
| +0.7% | +$16.4K | 0.15% | 141 |
|
2021
Q1 | $2.17M | Sell |
30,162
-1,057
| -3% | -$76.2K | 0.15% | 144 |
|
2020
Q4 | $2.16M | Sell |
31,219
-11,477
| -27% | -$793K | 0.17% | 128 |
|
2020
Q3 | $2.57M | Sell |
42,696
-5,227
| -11% | -$315K | 0.22% | 102 |
|
2020
Q2 | $2.74M | Sell |
47,923
-13,572
| -22% | -$776K | 0.22% | 108 |
|
2020
Q1 | $3.07M | Sell |
61,495
-20,968
| -25% | -$1.05M | 0.28% | 81 |
|
2019
Q4 | $5.38M | Sell |
82,463
-16,956
| -17% | -$1.11M | 0.46% | 48 |
|
2019
Q3 | $6.07M | Sell |
99,419
-29,446
| -23% | -$1.8M | 0.56% | 32 |
|
2019
Q2 | $7.91M | Buy |
128,865
+35,332
| +38% | +$2.17M | 0.88% | 19 |
|
2019
Q1 | $5.68M | Buy |
93,533
+5,197
| +6% | +$316K | 0.69% | 24 |
|
2018
Q4 | $4.86M | Buy |
88,336
+40,784
| +86% | +$2.24M | 0.67% | 23 |
|
2018
Q3 | $3.05M | Buy |
47,552
+43,401
| +1,046% | +$2.78M | 0.38% | 52 |
|
2018
Q2 | $263K | Sell |
4,151
-50
| -1% | -$3.17K | 0.04% | 340 |
|
2018
Q1 | $277K | Buy |
4,201
+1,889
| +82% | +$125K | 0.04% | 334 |
|
2017
Q4 | $153K | Buy |
+2,312
| New | +$153K | 0.02% | 390 |
|