Arkadios 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 | $6.48M | Buy |
77,679
+6,544
| +9% | +$546K | 0.19% | 116 |
|
|
2025
Q1 | $5.38M | Buy |
71,135
+6,211
| +10% | +$470K | 0.2% | 116 |
|
|
2024
Q4 | $4.56M | Sell |
64,924
-4,296
| -6% | -$302K | 0.25% | 86 |
|
|
2024
Q3 | $5.4M | Buy |
69,220
+7,274
| +12% | +$568K | 0.31% | 64 |
|
|
2024
Q2 | $4.5M | Buy |
61,946
+39,116
| +171% | +$2.84M | 0.3% | 63 |
|
|
2024
Q1 | $1.69M | Buy |
22,830
+1,806
| +9% | +$134K | 0.13% | 166 |
|
|
2023
Q4 | $1.48M | Buy |
21,024
+12,165
| +137% | +$856K | 0.13% | 169 |
|
|
2023
Q3 | $570K | Buy |
8,859
+5,147
| +139% | +$331K | 0.05% | 305 |
|
|
2023
Q2 | $251K | Buy |
+3,712
| New | +$251K | 0.03% | 499 |
|
|
2022
Q1 | – | Sell |
-2,802
| Closed | -$209K | – | 586 |
|
|
2021
Q4 | $209K | Sell |
2,802
-2,442
| -47% | -$182K | 0.03% | 537 |
|
|
2021
Q3 | $389K | Sell |
5,244
-257
| -5% | -$19.1K | 0.06% | 345 |
|
|
2021
Q2 | $411K | Sell |
5,501
-38,569
| -88% | -$2.88M | 0.05% | 374 |
|
|
2021
Q1 | $3.18M | Buy |
44,070
+43,832
| +18,417% | +$3.16M | 0.52% | 44 |
|
|
2020
Q4 | $16K | Sell |
238
-70
| -23% | -$4.71K | ﹤0.01% | 824 |
|
|
2020
Q3 | $18.9K | Sell |
308
-5
| -2% | -$306 | 0.01% | 616 |
|
|
2020
Q2 | $18.5K | Sell |
313
-150
| -32% | -$8.84K | 0.01% | 551 |
|
|
2020
Q1 | $23.1K | Buy |
463
+32
| +7% | +$1.6K | 0.01% | 458 |
|
|
2019
Q4 | $28K | Buy |
+431
| New | +$28K | 0.02% | 397 |
|