Bartlett & Co Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bartlett & Co Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$116M	Buy	1,386,713 +101,096	+8%	+$8.44M	1.62%	16
2025 Q1	$97.3M	Buy	1,285,617 +9,433	+0.7%	+$714K	1.43%	17
2024 Q4	$89.7M	Buy	1,276,184 +23,028	+2%	+$1.62M	1.3%	20
2024 Q3	$97.8M	Buy	1,253,156 +106,803	+9%	+$8.34M	1.4%	20
2024 Q2	$83.3M	Buy	1,146,353 +11,459	+1%	+$832K	1.26%	23
2024 Q1	$84.2M	Buy	1,134,894 +30,349	+3%	+$2.25M	1.3%	21
2023 Q4	$77.7M	Buy	1,104,545 +31,089	+3%	+$2.19M	1.26%	22
2023 Q3	$69.1M	Buy	1,073,456 +29,489	+3%	+$1.9M	1.24%	22
2023 Q2	$70.5M	Buy	1,043,967 +53,802	+5%	+$3.63M	1.22%	24
2023 Q1	$66.2M	Buy	990,165 +42,238	+4%	+$2.82M	1.28%	21
2022 Q4	$58.4M	Buy	947,927 +70,872	+8%	+$4.37M	1.18%	27
2022 Q3	$46.2M	Buy	877,055 +17,862	+2%	+$941K	0.99%	34
2022 Q2	$50.6M	Buy	859,193 +52,393	+6%	+$3.08M	1.02%	33
2022 Q1	$56.1M	Buy	806,800 +37,614	+5%	+$2.61M	0.98%	34
2021 Q4	$57.5M	Buy	769,186 +35,721	+5%	+$2.67M	0.98%	34
2021 Q3	$54.5M	Buy	733,465 +32,135	+5%	+$2.39M	1.04%	34
2021 Q2	$52.5M	Buy	701,330 +5,510	+0.8%	+$412K	1%	38
2021 Q1	$50.1M	Buy	695,820 +26,242	+4%	+$1.89M	1.01%	36
2020 Q4	$46.3M	Buy	669,578 +28,239	+4%	+$1.95M	0.99%	36
2020 Q3	$38.7M	Buy	641,339 +3,161	+0.5%	+$191K	0.91%	39
2020 Q2	$36.5M	Sell	638,178 -21,422	-3%	-$1.22M	0.95%	35
2020 Q1	$32.9M	Buy	659,600 +15,716	+2%	+$784K	1%	32
2019 Q4	$42M	Buy	643,884 +106,624	+20%	+$6.96M	1.02%	28
2019 Q3	$32.8M	Sell	537,260 -114,300	-18%	-$6.98M	0.86%	39
2019 Q2	$40M	Sell	651,560 -354,966	-35%	-$21.8M	1.49%	17
2019 Q1	$61.2M	Buy	1,006,526 +82,631	+9%	+$5.02M	2.34%	7
2018 Q4	$50.8M	Sell	923,895 -185,828	-17%	-$10.2M	2.16%	10
2018 Q3	$71.1M	Buy	1,109,723 +91,225	+9%	+$5.85M	2.67%	4
2018 Q2	$64.5M	Buy	1,018,498 +59,479	+6%	+$3.77M	2.62%	5
2018 Q1	$63.2M	Buy	+959,019	New	+$63.2M	2.61%	6