Baron Financial Group’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 | $286K | Buy |
3,429
+118
| +4% | +$9.85K | 0.17% | 42 |
|
|
2025
Q1 | $250K | Buy |
3,311
+75
| +2% | +$5.67K | 0.16% | 45 |
|
|
2024
Q4 | $227K | Buy |
3,236
+100
| +3% | +$7.03K | 0.14% | 46 |
|
|
2024
Q3 | $245K | Buy |
3,136
+5
| +0.2% | +$390 | 0.15% | 44 |
|
|
2024
Q2 | $227K | Buy |
3,131
+15
| +0.5% | +$1.09K | 0.14% | 43 |
|
|
2024
Q1 | $231K | Hold |
3,116
| – | – | 0.14% | 48 |
|
|
2023
Q4 | $219K | Sell |
3,116
-50
| -2% | -$3.52K | 0.14% | 48 |
|
|
2023
Q3 | $204K | Sell |
3,166
-185
| -6% | -$11.9K | 0.13% | 48 |
|
|
2023
Q2 | $226K | Sell |
3,351
-500
| -13% | -$33.8K | 0.14% | 46 |
|
|
2023
Q1 | $257K | Sell |
3,851
-285
| -7% | -$19.1K | 0.16% | 45 |
|
|
2022
Q4 | $255K | Sell |
4,136
-125
| -3% | -$7.71K | 0.17% | 48 |
|
|
2022
Q3 | $224K | Sell |
4,261
-15
| -0.4% | -$789 | 0.15% | 48 |
|
|
2022
Q2 | $252K | Sell |
4,276
-1,102
| -20% | -$64.9K | 0.17% | 39 |
|
|
2022
Q1 | $374K | Buy |
5,378
+938
| +21% | +$65.2K | 0.22% | 34 |
|
|
2021
Q4 | $331K | Buy |
4,440
+80
| +2% | +$5.97K | 0.19% | 40 |
|
|
2021
Q3 | $324K | Sell |
4,360
-45
| -1% | -$3.34K | 0.2% | 36 |
|
|
2021
Q2 | $330K | Sell |
4,405
-250
| -5% | -$18.7K | 0.21% | 37 |
|
|
2021
Q1 | $335K | Buy |
4,655
+5
| +0.1% | +$360 | 0.23% | 36 |
|
|
2020
Q4 | $321K | Sell |
4,650
-1,225
| -21% | -$84.6K | 0.26% | 37 |
|
|
2020
Q3 | $354K | Buy |
+5,875
| New | +$354K | 0.33% | 34 |
|