Balanced Rock Investment 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 | $293K | Sell |
3,513
-150
| -4% | -$12.5K | 0.23% | 83 |
|
|
2025
Q1 | $277K | Sell |
3,663
-142
| -4% | -$10.7K | 0.22% | 75 |
|
|
2024
Q4 | $267K | Sell |
3,805
-104
| -3% | -$7.31K | 0.21% | 76 |
|
|
2024
Q3 | $305K | Buy |
3,909
+150
| +4% | +$11.7K | 0.24% | 70 |
|
|
2024
Q2 | $273K | Hold |
3,759
| – | – | 0.23% | 72 |
|
|
2024
Q1 | $279K | Hold |
3,759
| – | – | 0.24% | 78 |
|
|
2023
Q4 | $264K | Buy |
+3,759
| New | +$264K | 0.23% | 87 |
|