Advisory Alpha’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Advisory Alpha’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$347K	Sell	4,153 -338	-8%	-$28.2K	0.01%	335
2025 Q1	$340K	Buy	4,491 +397	+10%	+$30K	0.01%	319
2024 Q4	$288K	Buy	+4,094	New	+$288K	0.01%	331
2024 Q2	–	Sell	-3,880	Closed	-$288K	–	406
2024 Q1	$288K	Sell	3,880 -47	-1%	-$3.49K	0.01%	310
2023 Q4	$276K	Sell	3,927 -273	-7%	-$19.2K	0.01%	274
2023 Q3	$270K	Sell	4,200 -5,821	-58%	-$375K	0.01%	248
2023 Q2	$676K	Buy	10,021 +255	+3%	+$17.2K	0.03%	193
2023 Q1	$653K	Buy	9,766 +397	+4%	+$26.5K	0.04%	155
2022 Q4	$578K	Sell	9,369 -2	-0%	-$123	0.04%	155
2022 Q3	$494K	Sell	9,371 -358	-4%	-$18.9K	0.04%	157
2022 Q2	$573K	Sell	9,729 -767	-7%	-$45.2K	0.04%	141
2022 Q1	$730K	Buy	10,496 +1,057	+11%	+$73.5K	0.05%	136
2021 Q4	$705K	Buy	9,439 +38	+0.4%	+$2.84K	0.04%	148
2021 Q3	$698K	Buy	9,401 +3,705	+65%	+$275K	0.05%	134
2021 Q2	$426K	Buy	5,696 +225	+4%	+$16.8K	0.03%	132
2021 Q1	$394K	Buy	5,471 +61	+1%	+$4.39K	0.04%	116
2020 Q4	$374K	Sell	5,410 -622	-10%	-$43K	0.08%	65
2020 Q3	$370K	Sell	6,032 -352	-6%	-$21.6K	0.08%	55
2020 Q2	$394K	Sell	6,384 -2,799	-30%	-$173K	0.09%	66
2020 Q1	$468K	Buy	9,183 +2,709	+42%	+$138K	0.13%	54
2019 Q4	$425K	Sell	6,474 -748	-10%	-$49.1K	0.1%	78
2019 Q3	$434K	Buy	7,222 +853	+13%	+$51.3K	0.13%	70
2019 Q2	$391K	Buy	6,369 +1,436	+29%	+$88.2K	0.13%	69
2019 Q1	$300K	Sell	4,933 -3,320	-40%	-$202K	0.11%	82
2018 Q4	$478K	Sell	8,253 -7,285	-47%	-$422K	0.23%	49
2018 Q3	$893K	Buy	15,538 +1,484	+11%	+$85.3K	0.23%	81
2018 Q2	$908K	Buy	14,054 +2,715	+24%	+$175K	0.23%	85
2018 Q1	$761K	Buy	11,339 +654	+6%	+$43.9K	0.26%	72
2017 Q4	$745K	Sell	10,685 -4,860	-31%	-$339K	0.24%	72
2017 Q3	$1.02M	Buy	15,545 +5,263	+51%	+$344K	0.28%	68
2017 Q2	$649K	Buy	10,282 +4,395	+75%	+$277K	0.19%	81
2017 Q1	$341K	Buy	5,887 +5,873	+41,950%	+$340K	0.12%	89
2016 Q4	$1K	Buy	+14	New	+$1K	﹤0.01%	89