Allie Family Office’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 | $4.43M | Sell |
53,125
-68,803
| -56% | -$5.74M | 2.2% | 9 |
|
|
2025
Q1 | $9.22M | Sell |
121,928
-3,730
| -3% | -$282K | 5.04% | 3 |
|
|
2024
Q4 | $8.83M | Buy |
125,658
+3,231
| +3% | +$227K | 4.9% | 3 |
|
|
2024
Q3 | $9.56M | Buy |
122,427
+5,708
| +5% | +$446K | 5.15% | 3 |
|
|
2024
Q2 | $8.48M | Buy |
116,719
+3,560
| +3% | +$259K | 5.1% | 3 |
|
|
2024
Q1 | $8.4M | Buy |
113,159
+3,230
| +3% | +$240K | 4.95% | 4 |
|
|
2023
Q4 | $7.73M | Buy |
109,929
+877
| +0.8% | +$61.7K | 5.35% | 3 |
|
|
2023
Q3 | $7.02M | Sell |
109,052
-7,350
| -6% | -$473K | 5.67% | 3 |
|
|
2023
Q2 | $7.86M | Buy |
116,402
+24,295
| +26% | +$1.64M | 5.64% | 3 |
|
|
2023
Q1 | $6.16M | Buy |
92,107
+40,539
| +79% | +$2.71M | 4.6% | 5 |
|
|
2022
Q4 | $3.18M | Buy |
51,568
+1,863
| +4% | +$115K | 2.62% | 9 |
|
|
2022
Q3 | $2.62M | Buy |
49,705
+13,212
| +36% | +$696K | 2.25% | 9 |
|
|
2022
Q2 | $2.15M | Buy |
36,493
+4,010
| +12% | +$236K | 1.74% | 9 |
|
|
2022
Q1 | $2.26M | Buy |
32,483
+16,120
| +99% | +$1.12M | 1.73% | 13 |
|
|
2021
Q4 | $1.22M | Buy |
+16,363
| New | +$1.22M | 0.96% | 20 |
|