BMD
Better Money Decisions’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 | $16.7M | Buy |
200,431
+4,774
| +2% | +$399K | 10.17% | 1 |
|
2025
Q1 | $14.8M | Buy |
195,657
+6,215
| +3% | +$470K | 9.88% | 2 |
|
2024
Q4 | $13.3M | Sell |
189,442
-12,801
| -6% | -$900K | 9.23% | 3 |
|
2024
Q3 | $15.8M | Sell |
202,243
-13,483
| -6% | -$1.05M | 11.2% | 1 |
|
2024
Q2 | $15.7M | Buy |
215,726
+9,723
| +5% | +$706K | 11.79% | 1 |
|
2024
Q1 | $15.3M | Sell |
206,003
-46,469
| -18% | -$3.45M | 12.13% | 1 |
|
2023
Q4 | $17.8M | Sell |
252,472
-72,827
| -22% | -$5.12M | 14.74% | 1 |
|
2023
Q3 | $20.9M | Buy |
325,299
+11,519
| +4% | +$741K | 18.43% | 1 |
|
2023
Q2 | $21.2M | Buy |
313,780
+5,553
| +2% | +$375K | 17.26% | 1 |
|
2023
Q1 | $20.6M | Buy |
308,227
+1,604
| +0.5% | +$107K | 17.39% | 1 |
|
2022
Q4 | $18.9M | Buy |
306,623
+14,653
| +5% | +$903K | 16.39% | 1 |
|
2022
Q3 | $15.4M | Buy |
291,970
+11,161
| +4% | +$588K | 14.97% | 1 |
|
2022
Q2 | $16.5M | Buy |
280,809
+50,601
| +22% | +$2.98M | 13.99% | 1 |
|
2022
Q1 | $16M | Buy |
230,208
+10,033
| +5% | +$697K | 15% | 1 |
|
2021
Q4 | $16.4M | Buy |
220,175
+28,384
| +15% | +$2.12M | 13.83% | 1 |
|
2021
Q3 | $14.2M | Buy |
191,791
+15,435
| +9% | +$1.15M | 11.74% | 1 |
|
2021
Q2 | $13.2M | Buy |
176,356
+11,141
| +7% | +$834K | 11.81% | 1 |
|
2021
Q1 | $11.9M | Buy |
+165,215
| New | +$11.9M | 12.28% | 1 |
|