Beacon Financial Advisory’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 | $824K | Sell |
9,867
-32
| -0.3% | -$2.67K | 0.21% | 134 |
|
|
2025
Q1 | $749K | Sell |
9,899
-1,555
| -14% | -$118K | 0.23% | 121 |
|
|
2024
Q4 | $805K | Buy |
11,454
+25
| +0.2% | +$1.76K | 0.26% | 103 |
|
|
2024
Q3 | $892K | Buy |
11,429
+295
| +3% | +$23K | 0.3% | 94 |
|
|
2024
Q2 | $809K | Buy |
11,134
+2,693
| +32% | +$196K | 0.3% | 93 |
|
|
2024
Q1 | $627K | Sell |
8,441
-256
| -3% | -$19K | 0.3% | 100 |
|
|
2023
Q4 | $612K | Sell |
8,697
-1,682
| -16% | -$118K | 0.3% | 101 |
|
|
2023
Q3 | $668K | Hold |
10,379
| – | – | 0.37% | 92 |
|
|
2023
Q2 | $701K | Buy |
10,379
+87
| +0.8% | +$5.87K | 0.4% | 80 |
|
|
2023
Q1 | $688K | Buy |
10,292
+973
| +10% | +$65K | 0.44% | 71 |
|
|
2022
Q4 | $574K | Buy |
9,319
+10
| +0.1% | +$616 | 0.41% | 77 |
|
|
2022
Q3 | $490K | Sell |
9,309
-3,491
| -27% | -$184K | 0.35% | 93 |
|
|
2022
Q2 | $753K | Buy |
12,800
+399
| +3% | +$23.5K | 0.43% | 72 |
|
|
2022
Q1 | $862K | Buy |
12,401
+1,028
| +9% | +$71.5K | 0.41% | 74 |
|
|
2021
Q4 | $849K | Sell |
11,373
-1,953
| -15% | -$146K | 0.39% | 81 |
|
|
2021
Q3 | $989K | Buy |
13,326
+2,254
| +20% | +$167K | 0.51% | 59 |
|
|
2021
Q2 | $829K | Sell |
11,072
-117
| -1% | -$8.76K | 0.45% | 76 |
|
|
2021
Q1 | $806K | Buy |
11,189
+150
| +1% | +$10.8K | 0.46% | 78 |
|
|
2020
Q4 | $762K | Buy |
11,039
+17
| +0.2% | +$1.17K | 0.5% | 61 |
|
|
2020
Q3 | $664K | Sell |
11,022
-597
| -5% | -$36K | 0.58% | 50 |
|
|
2020
Q2 | $664K | Sell |
11,619
-426
| -4% | -$24.3K | 0.72% | 41 |
|
|
2020
Q1 | $600K | Sell |
12,045
-6,147
| -34% | -$306K | 0.76% | 38 |
|
|
2019
Q4 | $1.19M | Buy |
+18,192
| New | +$1.19M | 1.02% | 30 |
|