Ausdal Financial Partners’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 | $774K | Buy |
9,270
+3,322
| +56% | +$277K | 0.05% | 314 |
|
2025
Q1 | $450K | Sell |
5,948
-1,089
| -15% | -$82.4K | 0.03% | 413 |
|
2024
Q4 | $495K | Buy |
7,037
+2,100
| +43% | +$148K | 0.04% | 366 |
|
2024
Q3 | $385K | Buy |
4,937
+764
| +18% | +$59.6K | 0.04% | 359 |
|
2024
Q2 | $303K | Sell |
4,173
-246
| -6% | -$17.9K | 0.03% | 391 |
|
2024
Q1 | $328K | Sell |
4,419
-254
| -5% | -$18.9K | 0.04% | 354 |
|
2023
Q4 | $329K | Buy |
4,673
+51
| +1% | +$3.59K | 0.04% | 332 |
|
2023
Q3 | $297K | Buy |
4,622
+118
| +3% | +$7.59K | 0.04% | 338 |
|
2023
Q2 | $304K | Sell |
4,504
-1,220
| -21% | -$82.4K | 0.04% | 330 |
|
2023
Q1 | $383K | Buy |
5,724
+13
| +0.2% | +$869 | 0.05% | 289 |
|
2022
Q4 | $352K | Buy |
5,711
+103
| +2% | +$6.35K | 0.05% | 307 |
|
2022
Q3 | $295K | Buy |
5,608
+38
| +0.7% | +$2K | 0.05% | 333 |
|
2022
Q2 | $328K | Sell |
5,570
-510
| -8% | -$30K | 0.05% | 324 |
|
2022
Q1 | $423K | Sell |
6,080
-356
| -6% | -$24.8K | 0.06% | 306 |
|
2021
Q4 | $480K | Buy |
6,436
+16
| +0.2% | +$1.19K | 0.06% | 283 |
|
2021
Q3 | $477K | Buy |
6,420
+1,103
| +21% | +$82K | 0.07% | 275 |
|
2021
Q2 | $398K | Sell |
5,317
-1,758
| -25% | -$132K | 0.06% | 297 |
|
2021
Q1 | $510K | Buy |
7,075
+2,921
| +70% | +$211K | 0.09% | 243 |
|
2020
Q4 | $287K | Sell |
4,154
-447
| -10% | -$30.9K | 0.06% | 319 |
|
2020
Q3 | $277K | Buy |
+4,601
| New | +$277K | 0.07% | 276 |
|
2018
Q4 | – | Sell |
-3,502
| Closed | -$224K | – | 314 |
|
2018
Q3 | $224K | Buy |
3,502
+262
| +8% | +$16.8K | 0.06% | 348 |
|
2018
Q2 | $205K | Buy |
+3,240
| New | +$205K | 0.06% | 365 |
|