Beam Wealth 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 | $3.23M | Sell |
38,750
-4,332
| -10% | -$362K | 0.96% | 24 |
|
|
2025
Q1 | $3.26M | Buy |
43,082
+1,773
| +4% | +$134K | 1.1% | 22 |
|
|
2024
Q4 | $2.9M | Buy |
41,309
+4,421
| +12% | +$311K | 0.92% | 30 |
|
|
2024
Q3 | $2.88M | Buy |
36,888
+1,140
| +3% | +$89K | 0.87% | 27 |
|
|
2024
Q2 | $2.6M | Buy |
+35,748
| New | +$2.6M | 0.86% | 28 |
|
|
2023
Q2 | – | Sell |
-3,952
| Closed | -$264K | – | 108 |
|
|
2023
Q1 | $264K | Sell |
3,952
-346
| -8% | -$23.1K | 0.27% | 80 |
|
|
2022
Q4 | $265K | Sell |
4,298
-13,393
| -76% | -$826K | 0.28% | 77 |
|
|
2022
Q3 | $932K | Sell |
17,691
-1,935
| -10% | -$102K | 1.04% | 36 |
|
|
2022
Q2 | $1.16M | Buy |
19,626
+10,424
| +113% | +$613K | 1.28% | 29 |
|
|
2022
Q1 | $640K | Buy |
9,202
+413
| +5% | +$28.7K | 0.74% | 44 |
|
|
2021
Q4 | $656K | Buy |
8,789
+279
| +3% | +$20.8K | 0.75% | 45 |
|
|
2021
Q3 | $632K | Buy |
8,510
+308
| +4% | +$22.9K | 0.54% | 59 |
|
|
2021
Q2 | $614K | Buy |
8,202
+5,322
| +185% | +$398K | 0.53% | 65 |
|
|
2021
Q1 | $208K | Buy |
+2,880
| New | +$208K | 0.19% | 126 |
|