Atwood & Palmer’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 | $55.3K | Hold |
663
| – | – | ﹤0.01% | 234 |
|
|
2025
Q1 | $50.2K | Hold |
663
| – | – | ﹤0.01% | 222 |
|
|
2024
Q4 | $46.6K | Sell |
663
-1,416
| -68% | -$99.5K | ﹤0.01% | 225 |
|
|
2024
Q3 | $162K | Hold |
2,079
| – | – | 0.01% | 157 |
|
|
2024
Q2 | $151K | Hold |
2,079
| – | – | 0.01% | 158 |
|
|
2024
Q1 | $154K | Hold |
2,079
| – | – | 0.01% | 160 |
|
|
2023
Q4 | $146K | Sell |
2,079
-385
| -16% | -$27.1K | 0.01% | 161 |
|
|
2023
Q3 | $159K | Hold |
2,464
| – | – | 0.01% | 150 |
|
|
2023
Q2 | $166K | Buy |
2,464
+385
| +19% | +$26K | 0.01% | 160 |
|
|
2023
Q1 | $139K | Hold |
2,079
| – | – | 0.01% | 159 |
|
|
2022
Q4 | $128K | Buy |
2,079
+663
| +47% | +$40.9K | 0.01% | 164 |
|
|
2022
Q3 | $75K | Hold |
1,416
| – | – | 0.01% | 184 |
|
|
2022
Q2 | $83K | Hold |
1,416
| – | – | 0.01% | 180 |
|
|
2022
Q1 | $98K | Hold |
1,416
| – | – | 0.01% | 181 |
|
|
2021
Q4 | $106K | Buy |
1,416
+929
| +191% | +$69.5K | 0.01% | 186 |
|
|
2021
Q3 | $36K | Buy |
+487
| New | +$36K | ﹤0.01% | 245 |
|
|
2021
Q1 | – | Sell |
-150
| Closed | -$10K | – | 443 |
|
|
2020
Q4 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 313 |
|