Aletheian Wealth Advisors’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 | $3.13M | Sell |
37,548
-390
| -1% | -$32.6K | 1.54% | 16 |
|
|
2025
Q1 | $2.87M | Sell |
37,938
-196
| -0.5% | -$14.8K | 1.61% | 15 |
|
|
2024
Q4 | $2.68M | Sell |
38,134
-799
| -2% | -$56.2K | 1.58% | 16 |
|
|
2024
Q3 | $3.04M | Sell |
38,933
-3,536
| -8% | -$276K | 1.77% | 13 |
|
|
2024
Q2 | $3.08M | Sell |
42,469
-115
| -0.3% | -$8.35K | 1.63% | 14 |
|
|
2024
Q1 | $3.16M | Sell |
42,584
-204
| -0.5% | -$15.1K | 1.71% | 14 |
|
|
2023
Q4 | $3.01M | Sell |
42,788
-22,217
| -34% | -$1.56M | 1.99% | 13 |
|
|
2023
Q3 | $4.18M | Buy |
65,005
+148
| +0.2% | +$9.52K | 3.21% | 7 |
|
|
2023
Q2 | $4.38M | Buy |
64,857
+3,436
| +6% | +$232K | 3% | 8 |
|
|
2023
Q1 | $4.11M | Sell |
61,421
-5,329
| -8% | -$356K | 3.63% | 9 |
|
|
2022
Q4 | $4.11M | Buy |
66,750
+15,004
| +29% | +$925K | 3.55% | 6 |
|
|
2022
Q3 | $2.73M | Buy |
51,746
+7,500
| +17% | +$395K | 3.09% | 8 |
|
|
2022
Q2 | $2.6M | Sell |
44,246
-7,491
| -14% | -$441K | 2.64% | 12 |
|
|
2022
Q1 | $3.6M | Buy |
51,737
+42,708
| +473% | +$2.97M | 3.41% | 9 |
|
|
2021
Q4 | $674K | Buy |
+9,029
| New | +$674K | 0.66% | 32 |
|