Avantax Planning 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 | $417K | Buy |
5,000
+1,459
| +41% | +$122K | 0.01% | 290 |
|
|
2025
Q1 | $268K | Buy |
3,541
+320
| +10% | +$24.2K | 0.01% | 360 |
|
|
2024
Q4 | $226K | Sell |
3,221
-282
| -8% | -$19.8K | 0.01% | 388 |
|
|
2024
Q3 | $273K | Buy |
+3,503
| New | +$273K | 0.01% | 349 |
|
|
2024
Q2 | – | Sell |
-2,998
| Closed | -$223K | – | 484 |
|
|
2024
Q1 | $223K | Buy |
+2,998
| New | +$223K | 0.01% | 425 |
|
|
2023
Q3 | – | Sell |
-3,215
| Closed | -$217K | – | 377 |
|
|
2023
Q2 | $217K | Sell |
3,215
-1,263
| -28% | -$85.3K | 0.01% | 346 |
|
|
2023
Q1 | $299K | Sell |
4,478
-1,059
| -19% | -$70.8K | 0.01% | 295 |
|
|
2022
Q4 | $341K | Sell |
5,537
-1,091
| -16% | -$67.2K | 0.01% | 282 |
|
|
2022
Q3 | $349K | Sell |
6,628
-552
| -8% | -$29.1K | 0.02% | 264 |
|
|
2022
Q2 | $423K | Sell |
7,180
-2,390
| -25% | -$141K | 0.02% | 232 |
|
|
2022
Q1 | $665K | Buy |
9,570
+813
| +9% | +$56.5K | 0.03% | 199 |
|
|
2021
Q4 | $654K | Buy |
8,757
+2,083
| +31% | +$156K | 0.03% | 192 |
|
|
2021
Q3 | $496K | Buy |
6,674
+1,147
| +21% | +$85.2K | 0.02% | 198 |
|
|
2021
Q2 | $414K | Buy |
5,527
+2,747
| +99% | +$206K | 0.02% | 214 |
|
|
2021
Q1 | $200K | Buy |
+2,780
| New | +$200K | 0.01% | 299 |
|
|
2020
Q1 | – | Sell |
-3,586
| Closed | -$234K | – | 291 |
|
|
2019
Q4 | $234K | Sell |
3,586
-405
| -10% | -$26.4K | 0.01% | 266 |
|
|
2019
Q3 | $244K | Buy |
3,991
+81
| +2% | +$4.95K | 0.02% | 266 |
|
|
2019
Q2 | $241K | Buy |
3,910
+117
| +3% | +$7.21K | 0.02% | 263 |
|
|
2019
Q1 | $231K | Sell |
3,793
-361
| -9% | -$22K | 0.02% | 260 |
|
|
2018
Q4 | $228K | Buy |
4,154
+1,241
| +43% | +$68.1K | 0.02% | 239 |
|
|
2018
Q3 | $187K | Buy |
+2,913
| New | +$187K | 0.02% | 248 |
|
|
2018
Q2 | – | Sell |
-1,940
| Closed | -$128K | – | 794 |
|
|
2018
Q1 | $128K | Buy |
+1,940
| New | +$128K | 0.01% | 363 |
|