Alta 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 | $540K | Buy |
6,465
+284
| +5% | +$23.7K | 0.25% | 63 |
|
|
2025
Q1 | $468K | Buy |
6,181
+421
| +7% | +$31.8K | 0.21% | 83 |
|
|
2024
Q4 | $405K | Buy |
5,760
+2,233
| +63% | +$157K | 0.18% | 99 |
|
|
2024
Q3 | $275K | Sell |
3,527
-155
| -4% | -$12.1K | 0.13% | 111 |
|
|
2024
Q2 | $267K | Buy |
3,682
+353
| +11% | +$25.6K | 0.13% | 110 |
|
|
2024
Q1 | $247K | Sell |
3,329
-28
| -0.8% | -$2.08K | 0.13% | 115 |
|
|
2023
Q4 | $236K | Sell |
3,357
-1,327
| -28% | -$93.4K | 0.13% | 117 |
|
|
2023
Q3 | $301K | Hold |
4,684
| – | – | 0.18% | 108 |
|
|
2023
Q2 | $316K | Hold |
4,684
| – | – | 0.19% | 114 |
|
|
2023
Q1 | $313K | Buy |
4,684
+193
| +4% | +$12.9K | 0.2% | 117 |
|
|
2022
Q4 | $277K | Sell |
4,491
-560
| -11% | -$34.5K | 0.19% | 125 |
|
|
2022
Q3 | $266K | Sell |
5,051
-1,275
| -20% | -$67.1K | 0.19% | 122 |
|
|
2022
Q2 | $372K | Buy |
6,326
+1,043
| +20% | +$61.3K | 0.26% | 106 |
|
|
2022
Q1 | $367K | Hold |
5,283
| – | – | 0.22% | 118 |
|
|
2021
Q4 | $394K | Buy |
5,283
+2,023
| +62% | +$151K | 0.24% | 112 |
|
|
2021
Q3 | $242K | Buy |
3,260
+115
| +4% | +$8.54K | 0.18% | 133 |
|
|
2021
Q2 | $235K | Buy |
3,145
+36
| +1% | +$2.69K | 0.17% | 135 |
|
|
2021
Q1 | $224K | Sell |
3,109
-44
| -1% | -$3.17K | 0.19% | 127 |
|
|
2020
Q4 | $218K | Buy |
+3,153
| New | +$218K | 0.18% | 132 |
|