BCGM Wealth Management’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 | $475K | Sell |
5,687
-98
| -2% | -$8.18K | 0.13% | 107 |
|
|
2025
Q1 | $438K | Sell |
5,785
-774
| -12% | -$58.6K | 0.13% | 104 |
|
|
2024
Q4 | $461K | Sell |
6,559
-356
| -5% | -$25K | 0.15% | 101 |
|
|
2024
Q3 | $540K | Sell |
6,915
-176
| -2% | -$13.7K | 0.18% | 94 |
|
|
2024
Q2 | $515K | Sell |
7,091
-829
| -10% | -$60.2K | 0.18% | 92 |
|
|
2024
Q1 | $588K | Sell |
7,920
-82
| -1% | -$6.09K | 0.21% | 85 |
|
|
2023
Q4 | $563K | Sell |
8,002
-708
| -8% | -$49.8K | 0.23% | 71 |
|
|
2023
Q3 | $561K | Sell |
8,710
-1
| -0% | -$64 | 0.26% | 66 |
|
|
2023
Q2 | $588K | Sell |
8,711
-170
| -2% | -$11.5K | 0.26% | 64 |
|
|
2023
Q1 | $594K | Sell |
8,881
-1,385
| -13% | -$92.6K | 0.3% | 63 |
|
|
2022
Q4 | $633K | Sell |
10,266
-64
| -0.6% | -$3.95K | 0.31% | 62 |
|
|
2022
Q3 | $572K | Sell |
10,330
-2,176
| -17% | -$120K | 0.29% | 61 |
|
|
2022
Q2 | $776K | Sell |
12,506
-3,597
| -22% | -$223K | 0.39% | 53 |
|
|
2022
Q1 | $1.04M | Sell |
16,103
-3,962
| -20% | -$257K | 0.57% | 42 |
|
|
2021
Q4 | $1.5M | Sell |
20,065
-3,069
| -13% | -$229K | 0.81% | 28 |
|
|
2021
Q3 | $1.77M | Sell |
23,134
-1,728
| -7% | -$132K | 0.99% | 20 |
|
|
2021
Q2 | $1.88M | Sell |
24,862
-166
| -0.7% | -$12.5K | 1.11% | 18 |
|
|
2021
Q1 | $1.85M | Sell |
25,028
-400
| -2% | -$29.6K | 1.27% | 17 |
|
|
2020
Q4 | $1.84M | Buy |
+25,428
| New | +$1.84M | 1.3% | 16 |
|