BA
Bellwether Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
3,139
+2
| +0.1% | +$167 | 0.04% | 107 |
|
|
2025
Q1 | $237K | Hold |
3,137
| – | – | 0.05% | 112 |
|
|
2024
Q4 | $220K | Buy |
3,137
+2
| +0.1% | +$141 | 0.04% | 125 |
|
|
2024
Q3 | $245K | Sell |
3,135
-10
| -0.3% | -$781 | 0.05% | 107 |
|
|
2024
Q2 | $228K | Buy |
3,145
+2
| +0.1% | +$145 | 0.05% | 110 |
|
|
2024
Q1 | $233K | Buy |
3,143
+130
| +4% | +$9.65K | 0.05% | 113 |
|
|
2023
Q4 | $212K | Sell |
3,013
-937
| -24% | -$65.9K | 0.05% | 110 |
|
|
2023
Q3 | $254K | Sell |
3,950
-571
| -13% | -$36.7K | 0.07% | 102 |
|
|
2023
Q2 | $305K | Sell |
4,521
-105
| -2% | -$7.09K | 0.09% | 77 |
|
|
2023
Q1 | $309K | Sell |
4,626
-698
| -13% | -$46.7K | 0.08% | 112 |
|
|
2022
Q4 | $328K | Sell |
5,324
-2,555
| -32% | -$158K | 0.1% | 103 |
|
|
2022
Q3 | $414K | Sell |
7,879
-3,741
| -32% | -$197K | 0.14% | 77 |
|
|
2022
Q2 | $683K | Sell |
11,620
-10,094
| -46% | -$593K | 0.22% | 72 |
|
|
2022
Q1 | $1.51M | Sell |
21,714
-525
| -2% | -$36.5K | 0.45% | 48 |
|
|
2021
Q4 | $1.66M | Sell |
22,239
-366
| -2% | -$27.3K | 0.52% | 38 |
|
|
2021
Q3 | $1.68M | Sell |
22,605
-833
| -4% | -$61.8K | 0.56% | 41 |
|
|
2021
Q2 | $1.75M | Buy |
23,438
+5,653
| +32% | +$423K | 0.6% | 40 |
|
|
2021
Q1 | $1.28M | Buy |
17,785
+6,857
| +63% | +$494K | 0.51% | 45 |
|
|
2020
Q4 | $755K | Buy |
+10,928
| New | +$755K | 0.33% | 53 |
|