B.O.S.S. Retirement Advisors’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 | $265K | Sell |
3,173
-4,365
| -58% | -$364K | 0.07% | 160 |
|
|
2025
Q1 | $570K | Buy |
7,538
+788
| +12% | +$59.6K | 0.17% | 97 |
|
|
2024
Q4 | $474K | Buy |
+6,750
| New | +$474K | 0.13% | 107 |
|
|
2024
Q1 | – | Sell |
-10,302
| Closed | -$725K | – | 175 |
|
|
2023
Q4 | $725K | Buy |
10,302
+1,261
| +14% | +$88.7K | 0.14% | 167 |
|
|
2023
Q3 | $582K | Buy |
9,041
+835
| +10% | +$53.7K | 0.13% | 182 |
|
|
2023
Q2 | $554K | Sell |
8,206
-42
| -0.5% | -$2.84K | 0.12% | 181 |
|
|
2023
Q1 | $551K | Buy |
8,248
+1,509
| +22% | +$101K | 0.13% | 171 |
|
|
2022
Q4 | $415K | Buy |
+6,739
| New | +$415K | 0.11% | 173 |
|