Avantax Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550M | Sell |
6,585,558
-5,410
| -0.1% | -$429K | 3.02% | 6 |
|
|
2025
Q1 | $499M | Buy |
6,590,968
+247,909
| +4% | +$18.5M | 3.03% | 6 |
|
|
2024
Q4 | $446M | Buy |
6,343,059
+190,875
| +3% | +$14.1M | 2.8% | 6 |
|
|
2024
Q3 | $480M | Buy |
6,152,184
+61,842
| +1% | +$4.63M | 3.15% | 6 |
|
|
2024
Q2 | $442M | Buy |
6,090,342
+580,665
| +11% | +$42.7M | 3.15% | 5 |
|
|
2024
Q1 | $409M | Buy |
5,509,677
+1,753,843
| +47% | +$125M | 3.63% | 4 |
|
|
2023
Q4 | $264M | Buy |
3,755,834
+188,076
| +5% | +$12.4M | 2.62% | 7 |
|
|
2023
Q3 | $230M | Buy |
3,567,758
+75,231
| +2% | +$5.04M | 2.57% | 7 |
|
|
2023
Q2 | $236M | Buy |
3,492,527
+62,967
| +2% | +$4.27M | 2.7% | 7 |
|
|
2023
Q1 | $229M | Buy |
3,429,560
+72,075
| +2% | +$4.73M | 2.81% | 6 |
|
|
2022
Q4 | $207M | Buy |
3,357,485
+77,687
| +2% | +$4.57M | 2.76% | 7 |
|
|
2022
Q3 | $173M | Buy |
3,279,798
+176,456
| +6% | +$10.4M | 2.65% | 7 |
|
|
2022
Q2 | $183M | Buy |
3,103,342
+137,804
| +5% | +$8.84M | 2.75% | 7 |
|
|
2022
Q1 | $206M | Buy |
2,965,538
+291,255
| +11% | +$20.6M | 2.83% | 6 |
|
|
2021
Q4 | $200M | Buy |
2,674,283
+182,695
| +7% | +$13.7M | 3.01% | 6 |
|
|
2021
Q3 | $185M | Buy |
2,491,588
+263,975
| +12% | +$20.1M | 3.08% | 6 |
|
|
2021
Q2 | $167M | Buy |
2,227,613
+509,246
| +30% | +$38.4M | 3.03% | 5 |
|
|
2021
Q1 | $124M | Buy |
1,718,367
+101,488
| +6% | +$7.25M | 2.66% | 5 |
|
|
2020
Q4 | $112M | Sell |
1,616,879
-355,567
| -18% | -$23M | 2.66% | 6 |
|
|
2020
Q3 | $119M | Buy |
1,972,446
+418,406
| +27% | +$25.2M | 1.91% | 7 |
|
|
2020
Q2 | $88.8M | Buy |
1,554,040
+59,187
| +4% | +$3.21M | 2.56% | 6 |
|
|
2020
Q1 | $74.6M | Buy |
1,494,853
+823
| +0.1% | +$49K | 2.23% | 11 |
|
|
2019
Q4 | $97.5M | Buy |
1,494,030
+1,454,011
| +3,633% | +$92.2M | 2.26% | 11 |
|
|
2019
Q3 | $2.44M | Buy |
40,019
+11,140
| +39% | +$672K | 0.1% | 106 |
|
|
2019
Q2 | $1.77M | Buy |
28,879
+932
| +3% | +$57.1K | 0.08% | 132 |
|
|
2019
Q1 | $1.7M | Buy |
27,947
+15,200
| +119% | +$897K | 0.09% | 125 |
|
|
2018
Q4 | $700K | Buy |
+12,747
| New | +$748K | 0.12% | 174 |
|
Other funds holding IEFA
