AE Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

AE Wealth Management’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	$44M	Buy	527,246 +51,769	+11%	+$4.32M	0.32%	82
2025 Q1	$36M	Sell	475,477 -95,507	-17%	-$7.23M	0.3%	86
2024 Q4	$40.1M	Buy	570,984 +11,548	+2%	+$812K	0.34%	69
2024 Q3	$43.7M	Buy	559,436 +389,240	+229%	+$30.4M	0.4%	59
2024 Q2	$12.4M	Sell	170,196 -13,826	-8%	-$1M	0.12%	197
2024 Q1	$13.7M	Sell	184,022 -399,851	-68%	-$29.7M	0.15%	180
2023 Q4	$40.8M	Buy	583,873 +36,188	+7%	+$2.53M	0.21%	102
2023 Q3	$35.2M	Buy	547,685 +2,111	+0.4%	+$136K	0.21%	105
2023 Q2	$36.8M	Buy	545,574 +35,288	+7%	+$2.38M	0.22%	90
2023 Q1	$34.1M	Buy	510,286 +97,011	+23%	+$6.49M	0.22%	94
2022 Q4	$25.5M	Sell	413,275 -38,390	-8%	-$2.37M	0.18%	127
2022 Q3	$23.8M	Sell	451,665 -36,498	-7%	-$1.92M	0.19%	119
2022 Q2	$28.7M	Buy	488,163 +179,012	+58%	+$10.5M	0.23%	101
2022 Q1	$21.5M	Buy	309,151 +14,190	+5%	+$986K	0.15%	153
2021 Q4	$22M	Sell	294,961 -86,229	-23%	-$6.44M	0.15%	137
2021 Q3	$28.3M	Buy	381,190 +83,938	+28%	+$6.23M	0.23%	95
2021 Q2	$22.3M	Buy	297,252 +139,670	+89%	+$10.5M	0.19%	116
2021 Q1	$11.4M	Sell	157,582 -39,624	-20%	-$2.85M	0.11%	182
2020 Q4	$13.6M	Buy	197,206 +12,571	+7%	+$869K	0.15%	141
2020 Q3	$11.1M	Sell	184,635 -75,591	-29%	-$4.56M	0.16%	131
2020 Q2	$14.9M	Buy	260,226 +39,132	+18%	+$2.24M	0.23%	102
2020 Q1	$11M	Sell	221,094 -149,160	-40%	-$7.44M	0.25%	80
2019 Q4	$24.2M	Buy	370,254 +195,661	+112%	+$12.8M	0.52%	40
2019 Q3	$10.7M	Buy	174,593 +27,700	+19%	+$1.69M	0.31%	64
2019 Q2	$9.02M	Buy	146,893 +123,450	+527%	+$7.58M	0.27%	72
2019 Q1	$1.43M	Buy	23,443 +14,628	+166%	+$889K	0.1%	170
2018 Q4	$485K	Buy	8,815 +2,954	+50%	+$163K	0.08%	250
2018 Q3	$376K	Sell	5,861 -836	-12%	-$53.6K	0.02%	395
2018 Q2	$424K	Buy	6,697 +2,069	+45%	+$131K	0.03%	280
2018 Q1	$305K	Sell	4,628 -220	-5%	-$14.5K	0.02%	321
2017 Q4	$320K	Buy	+4,848	New	+$320K	0.03%	302