Aprio 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 | $5.95M | Sell |
71,268
-16,028
| -18% | -$1.34M | 0.67% | 31 |
|
|
2025
Q1 | $6.6M | Buy |
87,296
+13,001
| +17% | +$984K | 0.83% | 28 |
|
|
2024
Q4 | $5.22M | Sell |
74,295
-2,525
| -3% | -$177K | 0.76% | 24 |
|
|
2024
Q3 | $6M | Sell |
76,820
-3,257
| -4% | -$254K | 0.96% | 23 |
|
|
2024
Q2 | $5.82M | Sell |
80,077
-10,470
| -12% | -$761K | 1.06% | 20 |
|
|
2024
Q1 | $6.72M | Sell |
90,547
-4,951
| -5% | -$367K | 1.32% | 18 |
|
|
2023
Q4 | $6.72M | Sell |
95,498
-28,363
| -23% | -$2M | 1.5% | 16 |
|
|
2023
Q3 | $7.97M | Buy |
123,861
+4,835
| +4% | +$311K | 2.19% | 12 |
|
|
2023
Q2 | $8.03M | Buy |
119,026
+17,999
| +18% | +$1.21M | 2.2% | 13 |
|
|
2023
Q1 | $6.75M | Buy |
101,027
+1,681
| +2% | +$112K | 2.08% | 12 |
|
|
2022
Q4 | $6.12M | Sell |
99,346
-22,742
| -19% | -$1.4M | 2.15% | 11 |
|
|
2022
Q3 | $6.43M | Sell |
122,088
-17,520
| -13% | -$923K | 2.58% | 14 |
|
|
2022
Q2 | $8.22M | Buy |
139,608
+3,173
| +2% | +$187K | 3.27% | 9 |
|
|
2022
Q1 | $9.48M | Buy |
136,435
+1,107
| +0.8% | +$77K | 3.61% | 8 |
|
|
2021
Q4 | $10.1M | Buy |
135,328
+5,288
| +4% | +$395K | 4.22% | 6 |
|
|
2021
Q3 | $9.66M | Sell |
130,040
-475
| -0.4% | -$35.3K | 4.4% | 6 |
|
|
2021
Q2 | $9.77M | Buy |
+130,515
| New | +$9.77M | 4.62% | 7 |
|
|
2020
Q4 | $10.3M | Buy |
149,139
+48,885
| +49% | +$3.38M | 6.8% | 4 |
|
|
2020
Q3 | $6.04M | Buy |
100,254
+42,237
| +73% | +$2.55M | 4.29% | 5 |
|
|
2020
Q2 | $3.32M | Buy |
58,017
+41,007
| +241% | +$2.34M | 3.2% | 9 |
|
|
2020
Q1 | $849K | Sell |
17,010
-110,214
| -87% | -$5.5M | 1.08% | 20 |
|
|
2019
Q4 | $8.3M | Buy |
+127,224
| New | +$8.3M | 6.12% | 4 |
|