Baron Silver Stevens Financial 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 | $6.27M | Buy |
75,089
+1,554
| +2% | +$130K | 1% | 24 |
|
|
2025
Q1 | $5.56M | Buy |
73,535
+1,267
| +2% | +$95.8K | 0.97% | 23 |
|
|
2024
Q4 | $5.08M | Buy |
72,268
+3,596
| +5% | +$253K | 0.86% | 24 |
|
|
2024
Q3 | $5.36M | Buy |
68,672
+5,237
| +8% | +$409K | 0.94% | 24 |
|
|
2024
Q2 | $4.61M | Buy |
63,435
+151
| +0.2% | +$11K | 0.87% | 24 |
|
|
2024
Q1 | $4.7M | Sell |
63,284
-1,254
| -2% | -$93.1K | 0.91% | 24 |
|
|
2023
Q4 | $4.54M | Sell |
64,538
-603
| -0.9% | -$42.4K | 0.95% | 24 |
|
|
2023
Q3 | $4.19M | Buy |
65,141
+1,387
| +2% | +$89.3K | 0.95% | 22 |
|
|
2023
Q2 | $4.3M | Buy |
63,754
+13,673
| +27% | +$923K | 0.94% | 22 |
|
|
2023
Q1 | $3.35M | Sell |
50,081
-9,115
| -15% | -$609K | 0.87% | 24 |
|
|
2022
Q4 | $3.65M | Sell |
59,196
-529
| -0.9% | -$32.6K | 0.9% | 23 |
|
|
2022
Q3 | $7.33K | Sell |
59,725
-7,688
| -11% | -$943 | 1.99% | 17 |
|
|
2022
Q2 | $3.97M | Sell |
67,413
-1,757
| -3% | -$103K | 1.03% | 24 |
|
|
2022
Q1 | $4.81M | Sell |
69,170
-1,818
| -3% | -$126K | 1.13% | 20 |
|
|
2021
Q4 | $5.3M | Buy |
70,988
+14,988
| +27% | +$1.12M | 1.25% | 19 |
|
|
2021
Q3 | $4.16M | Buy |
56,000
+17,282
| +45% | +$1.28M | 1.11% | 21 |
|
|
2021
Q2 | $2.9M | Buy |
38,718
+13,945
| +56% | +$1.04M | 0.79% | 23 |
|
|
2021
Q1 | $1.78M | Buy |
24,773
+9,255
| +60% | +$666K | 0.97% | 14 |
|
|
2020
Q4 | $1.07M | Buy |
+15,518
| New | +$1.07M | 0.37% | 27 |
|