Benjamin Edwards Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
16,772
+6,843
| +69% | +$571K | 0.02% | 537 |
|
|
2025
Q1 | $751K | Buy |
9,929
+4,805
| +94% | +$364K | 0.01% | 675 |
|
|
2024
Q4 | $360K | Buy |
5,124
+963
| +23% | +$67.7K | 0.01% | 934 |
|
|
2024
Q3 | $325K | Buy |
+4,161
| New | +$325K | ﹤0.01% | 927 |
|
|
2024
Q2 | – | Sell |
-44
| Closed | -$3K | – | 747 |
|
|
2024
Q1 | $3K | Sell |
44
-70
| -61% | -$4.77K | ﹤0.01% | 686 |
|
|
2023
Q4 | $8K | Hold |
114
| – | – | ﹤0.01% | 593 |
|
|
2023
Q3 | $7K | Hold |
114
| – | – | ﹤0.01% | 591 |
|
|
2023
Q2 | $8K | Sell |
114
-40
| -26% | -$2.81K | ﹤0.01% | 586 |
|
|
2023
Q1 | $10K | Sell |
154
-95
| -38% | -$6.17K | ﹤0.01% | 579 |
|
|
2022
Q4 | $15K | Buy |
249
+1
| +0.4% | +$60 | ﹤0.01% | 545 |
|
|
2022
Q3 | $13K | Sell |
248
-52
| -17% | -$2.73K | ﹤0.01% | 538 |
|
|
2022
Q2 | $18K | Buy |
300
+94
| +46% | +$5.64K | 0.01% | 528 |
|
|
2022
Q1 | $14K | Hold |
206
| – | – | ﹤0.01% | 585 |
|
|
2021
Q4 | $15K | Buy |
+206
| New | +$15K | ﹤0.01% | 544 |
|