Arete Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Arete Wealth Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.07M	Buy	48,796 +10,725	+28%	+$895K	0.29%	77
2025 Q1	$2.88M	Sell	38,071 -730	-2%	-$55.2K	0.22%	102
2024 Q4	$2.73M	Buy	38,801 +13,539	+54%	+$952K	0.2%	106
2024 Q3	$1.97M	Sell	25,262 -47,145	-65%	-$3.67M	0.17%	123
2024 Q2	$5.25M	Buy	72,407 +7,570	+12%	+$549K	0.43%	48
2024 Q1	$4.81M	Buy	64,837 +10,038	+18%	+$745K	0.44%	54
2023 Q4	$3.86M	Buy	54,799 +31,491	+135%	+$2.22M	0.29%	71
2023 Q3	$1.5M	Sell	23,308 -50,278	-68%	-$3.24M	0.26%	87
2023 Q2	$4.97M	Buy	73,586 +18,878	+35%	+$1.27M	0.44%	50
2023 Q1	$3.66M	Sell	54,708 -804	-1%	-$53.7K	0.3%	73
2022 Q4	$3.42B	Buy	55,512 +31,341	+130%	+$1.93B	0.3%	71
2022 Q3	$1.27M	Buy	24,171 +7,675	+47%	+$404K	0.12%	145
2022 Q2	$970K	Sell	16,496 -175	-1%	-$10.3K	0.1%	154
2022 Q1	$1.16M	Sell	16,671 -719	-4%	-$50K	0.1%	162
2021 Q4	$1.3M	Buy	17,390 +1,899	+12%	+$142K	0.11%	160
2021 Q3	$1.15M	Buy	15,491 +2,100	+16%	+$156K	0.13%	154
2021 Q2	$401K	Sell	13,391 -898	-6%	-$26.9K	0.06%	229
2021 Q1	$1.03M	Buy	14,289 +9,685	+210%	+$698K	0.13%	157
2020 Q4	$320K	Sell	4,604 -468	-9%	-$32.5K	0.05%	297
2020 Q3	$307K	Buy	5,072 +595	+13%	+$36K	0.05%	285
2020 Q2	$256K	Sell	4,477 -3,699	-45%	-$212K	0.04%	313
2020 Q1	$480K	Sell	8,176 -457	-5%	-$26.8K	0.09%	198
2019 Q4	$563K	Buy	8,633 +429	+5%	+$28K	0.1%	220
2019 Q3	$501K	Buy	8,204 +3,318	+68%	+$203K	0.1%	219
2019 Q2	$300K	Buy	4,886 +1,306	+36%	+$80.2K	0.06%	299
2019 Q1	$218K	Sell	3,580 -1,760	-33%	-$107K	0.05%	344
2018 Q4	$294K	Buy	5,340 +64	+1%	+$3.52K	0.07%	274
2018 Q3	$338K	Sell	5,276 -2,991	-36%	-$192K	0.08%	246
2018 Q2	$524K	Sell	8,267 -1,688	-17%	-$107K	0.12%	184
2018 Q1	$656K	Buy	9,955 +5,091	+105%	+$335K	0.22%	128
2017 Q4	$321K	Buy	4,864 +307	+7%	+$20.3K	0.1%	221
2017 Q3	$292K	Buy	+4,557	New	+$292K	0.12%	206