Berger Financial Group’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 | $447K | Sell |
5,354
-89
| -2% | -$7.43K | 0.03% | 279 |
|
|
2025
Q1 | $412K | Buy |
5,443
+173
| +3% | +$13.1K | 0.03% | 284 |
|
|
2024
Q4 | $370K | Buy |
5,270
+35
| +0.7% | +$2.46K | 0.03% | 293 |
|
|
2024
Q3 | $409K | Sell |
5,235
-66
| -1% | -$5.15K | 0.03% | 257 |
|
|
2024
Q2 | $385K | Buy |
5,301
+69
| +1% | +$5.01K | 0.03% | 241 |
|
|
2024
Q1 | $388K | Buy |
5,232
+853
| +19% | +$63.3K | 0.03% | 239 |
|
|
2023
Q4 | $308K | Buy |
+4,379
| New | +$308K | 0.03% | 225 |
|
|
2022
Q2 | – | Sell |
-3,495
| Closed | -$243K | – | 265 |
|
|
2022
Q1 | $243K | Buy |
+3,495
| New | +$243K | 0.03% | 237 |
|