Atria Wealth Solutions’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 | $17.8M | Sell |
212,827
-156,517
| -42% | -$13.1M | 0.4% | 48 |
|
|
2025
Q1 | $27.9M | Sell |
369,344
-120,793
| -25% | -$9.14M | 0.34% | 56 |
|
|
2024
Q4 | $34.4M | Buy |
490,137
+66,520
| +16% | +$4.68M | 0.38% | 49 |
|
|
2024
Q3 | $33.1M | Sell |
423,617
-68,145
| -14% | -$5.32M | 0.36% | 49 |
|
|
2024
Q2 | $35.7M | Sell |
491,762
-14,002
| -3% | -$1.02M | 0.39% | 43 |
|
|
2024
Q1 | $37.5M | Buy |
505,764
+29,869
| +6% | +$2.22M | 0.42% | 37 |
|
|
2023
Q4 | $33.5M | Buy |
475,895
+55,440
| +13% | +$3.9M | 0.42% | 39 |
|
|
2023
Q3 | $27.1M | Buy |
420,455
+25,556
| +6% | +$1.64M | 0.38% | 50 |
|
|
2023
Q2 | $26.7M | Sell |
394,899
-12,976
| -3% | -$876K | 0.36% | 47 |
|
|
2023
Q1 | $27.3M | Sell |
407,875
-16,457
| -4% | -$1.1M | 0.4% | 43 |
|
|
2022
Q4 | $26.2M | Sell |
424,332
-761
| -0.2% | -$46.9K | 0.42% | 42 |
|
|
2022
Q3 | $22.4M | Buy |
425,093
+32,180
| +8% | +$1.69M | 0.39% | 46 |
|
|
2022
Q2 | $23.1M | Buy |
392,913
+42,408
| +12% | +$2.5M | 0.43% | 39 |
|
|
2022
Q1 | $24.4M | Buy |
+350,505
| New | +$24.4M | 0.41% | 41 |
|