Aveo Capital 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 | – | Sell |
-3,784
| Closed | -$302K | – | 76 |
|
|
2025
Q1 | $302K | Sell |
3,784
-132,089
| -97% | -$10.5M | 0.05% | 142 |
|
|
2024
Q4 | $9.55M | Sell |
135,873
-1,875
| -1% | -$132K | 1.05% | 23 |
|
|
2024
Q3 | $10.8M | Sell |
137,748
-1,634
| -1% | -$128K | 1.14% | 22 |
|
|
2024
Q2 | $10.1M | Buy |
139,382
+1,168
| +0.8% | +$84.8K | 1.15% | 23 |
|
|
2024
Q1 | $10.1M | Buy |
138,214
+2,970
| +2% | +$218K | 1.11% | 21 |
|
|
2023
Q4 | $9.51M | Buy |
135,244
+7,034
| +5% | +$495K | 1.15% | 24 |
|
|
2023
Q3 | $8.25M | Sell |
128,210
-6,452
| -5% | -$415K | 1.08% | 20 |
|
|
2023
Q2 | $9.09M | Buy |
134,662
+17,542
| +15% | +$1.18M | 1.15% | 23 |
|
|
2023
Q1 | $7.83M | Buy |
117,120
+11,755
| +11% | +$786K | 1.04% | 25 |
|
|
2022
Q4 | $6.49M | Sell |
105,365
-5,029
| -5% | -$310K | 0.98% | 22 |
|
|
2022
Q3 | $5.81M | Sell |
110,394
-2,801
| -2% | -$148K | 1% | 21 |
|
|
2022
Q2 | $6.66M | Buy |
113,195
+12,962
| +13% | +$763K | 1.09% | 17 |
|
|
2022
Q1 | $6.97M | Buy |
100,233
+8,030
| +9% | +$558K | 1.23% | 13 |
|
|
2021
Q4 | $6.88M | Buy |
92,203
+10,969
| +14% | +$819K | 1.24% | 9 |
|
|
2021
Q3 | $6.03M | Buy |
81,234
+1,413
| +2% | +$105K | 1.26% | 12 |
|
|
2021
Q2 | $5.98M | Buy |
79,821
+8,660
| +12% | +$648K | 1.32% | 13 |
|
|
2021
Q1 | $5.13M | Buy |
+71,161
| New | +$5.13M | 1.29% | 14 |
|
|
2020
Q4 | – | Sell |
-33,205
| Closed | -$2M | – | 107 |
|
|
2020
Q3 | $2M | Buy |
+33,205
| New | +$2M | 0.72% | 35 |
|
|
2020
Q2 | – | Sell |
-30,722
| Closed | -$1.53M | – | 90 |
|
|
2020
Q1 | $1.53M | Buy |
30,722
+2,860
| +10% | +$143K | 0.75% | 36 |
|
|
2019
Q4 | $1.82M | Sell |
27,862
-73
| -0.3% | -$4.76K | 0.72% | 37 |
|
|
2019
Q3 | $1.79M | Buy |
27,935
+255
| +0.9% | +$16.4K | 0.74% | 42 |
|
|
2019
Q2 | $1.71M | Buy |
27,680
+5,363
| +24% | +$332K | 0.74% | 43 |
|
|
2019
Q1 | $1.36M | Buy |
22,317
+708
| +3% | +$43K | 0.63% | 52 |
|
|
2018
Q4 | $1.19M | Buy |
21,609
+8,682
| +67% | +$477K | 0.59% | 39 |
|
|
2018
Q3 | $772K | Buy |
12,927
+2,678
| +26% | +$160K | 0.34% | 56 |
|
|
2018
Q2 | $649K | Sell |
10,249
-256
| -2% | -$16.2K | 0.29% | 61 |
|
|
2018
Q1 | $692K | Buy |
10,505
+3,796
| +57% | +$250K | 0.29% | 56 |
|
|
2017
Q4 | $443K | Buy |
6,709
+2,056
| +44% | +$136K | 0.15% | 77 |
|
|
2017
Q3 | $299K | Buy |
+4,653
| New | +$299K | 0.1% | 89 |
|