AllSquare Wealth Management’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 | $44.3K | Hold |
531
| – | – | 0.02% | 236 |
|
|
2025
Q1 | $40.2K | Hold |
531
| – | – | 0.02% | 234 |
|
|
2024
Q4 | $37.3K | Hold |
531
| – | – | 0.02% | 240 |
|
|
2024
Q3 | $41.4K | Hold |
531
| – | – | 0.02% | 229 |
|
|
2024
Q2 | $38.6K | Buy |
531
+312
| +142% | +$22.7K | 0.02% | 234 |
|
|
2024
Q1 | $16.3K | Sell |
219
-37
| -14% | -$2.75K | 0.01% | 333 |
|
|
2023
Q4 | $18K | Hold |
256
| – | – | 0.01% | 308 |
|
|
2023
Q3 | $16.5K | Buy |
256
+39
| +18% | +$2.51K | 0.01% | 314 |
|
|
2023
Q2 | $14.5K | Hold |
217
| – | – | 0.01% | 337 |
|
|
2023
Q1 | $14.5K | Hold |
217
| – | – | 0.01% | 330 |
|
|
2022
Q4 | $13.4K | Hold |
217
| – | – | 0.01% | 331 |
|
|
2022
Q3 | $11K | Hold |
217
| – | – | 0.01% | 344 |
|
|
2022
Q2 | $13K | Sell |
217
-40
| -16% | -$2.4K | 0.01% | 338 |
|
|
2022
Q1 | $18K | Sell |
257
-75
| -23% | -$5.25K | 0.01% | 326 |
|
|
2021
Q4 | $25K | Hold |
332
| – | – | 0.01% | 301 |
|
|
2021
Q3 | $25K | Hold |
332
| – | – | 0.01% | 289 |
|
|
2021
Q2 | $25K | Hold |
332
| – | – | 0.01% | 301 |
|
|
2021
Q1 | $24K | Hold |
332
| – | – | 0.01% | 293 |
|
|
2020
Q4 | $23K | Sell |
332
-75
| -18% | -$5.2K | 0.02% | 265 |
|
|
2020
Q3 | $25K | Hold |
407
| – | – | 0.02% | 248 |
|
|
2020
Q2 | $23K | Buy |
407
+75
| +23% | +$4.24K | 0.02% | 255 |
|
|
2020
Q1 | $17K | Hold |
332
| – | – | 0.01% | 254 |
|
|
2019
Q4 | $22K | Hold |
332
| – | – | 0.02% | 254 |
|
|
2019
Q3 | $20K | Hold |
332
| – | – | 0.01% | 258 |
|
|
2019
Q2 | $20K | Hold |
332
| – | – | 0.01% | 264 |
|
|
2019
Q1 | $20K | Sell |
332
-13
| -4% | -$783 | 0.02% | 260 |
|
|
2018
Q4 | $19K | Hold |
345
| – | – | 0.02% | 249 |
|
|
2018
Q3 | $22K | Buy |
345
+71
| +26% | +$4.53K | 0.02% | 258 |
|
|
2018
Q2 | $17K | Hold |
274
| – | – | 0.01% | 289 |
|
|
2018
Q1 | $18K | Hold |
274
| – | – | 0.01% | 238 |
|
|
2017
Q4 | $18K | Hold |
274
| – | – | 0.01% | 244 |
|
|
2017
Q3 | $18K | Buy |
+274
| New | +$18K | 0.01% | 232 |
|
|
2017
Q2 | – | Sell |
-233
| Closed | -$14K | – | 268 |
|
|
2017
Q1 | $14K | Hold |
233
| – | – | 0.01% | 238 |
|
|
2016
Q4 | $12K | Buy |
+233
| New | +$12K | 0.01% | 223 |
|