Birchcreek Wealth Management’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 | $10.1M | Buy |
120,609
+12,062
| +11% | +$1.01M | 5.7% | 5 |
|
|
2025
Q1 | $8.21M | Buy |
108,547
+3,343
| +3% | +$253K | 5.18% | 5 |
|
|
2024
Q4 | $7.39M | Buy |
105,204
+10,478
| +11% | +$736K | 4.64% | 5 |
|
|
2024
Q3 | $7.39M | Buy |
94,726
+4,378
| +5% | +$342K | 4.84% | 5 |
|
|
2024
Q2 | $6.56M | Sell |
90,348
-1
| -0% | -$73 | 3.69% | 5 |
|
|
2024
Q1 | $6.71M | Buy |
90,349
+2,978
| +3% | +$221K | 3.53% | 5 |
|
|
2023
Q4 | $6.15M | Buy |
87,371
+6,011
| +7% | +$423K | 3.68% | 5 |
|
|
2023
Q3 | $5.24M | Buy |
81,360
+7,865
| +11% | +$506K | 3.55% | 6 |
|
|
2023
Q2 | $4.96M | Buy |
73,495
+6,809
| +10% | +$460K | 3.46% | 5 |
|
|
2023
Q1 | $4.46M | Buy |
66,686
+8,485
| +15% | +$567K | 3.53% | 5 |
|
|
2022
Q4 | $3.59M | Buy |
58,201
+339
| +0.6% | +$20.9K | 3.19% | 5 |
|
|
2022
Q3 | $3.05M | Buy |
57,862
+3,489
| +6% | +$184K | 2.83% | 6 |
|
|
2022
Q2 | $3.2M | Buy |
54,373
+1,241
| +2% | +$73K | 2.87% | 6 |
|
|
2022
Q1 | $3.69M | Buy |
53,132
+1,912
| +4% | +$133K | 3.27% | 6 |
|
|
2021
Q4 | $3.82M | Buy |
51,220
+1,335
| +3% | +$99.6K | 3.33% | 6 |
|
|
2021
Q3 | $3.7M | Buy |
49,885
+1,546
| +3% | +$115K | 3.45% | 5 |
|
|
2021
Q2 | $3.62M | Buy |
48,339
+601
| +1% | +$45K | 3.49% | 6 |
|
|
2021
Q1 | $3.44M | Sell |
47,738
-265
| -0.6% | -$19.1K | 3.64% | 5 |
|
|
2020
Q4 | $3.32M | Buy |
+48,003
| New | +$3.32M | 3.25% | 5 |
|