Black Diamond Financial’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 | $1.7M | Buy |
20,328
+116
| +0.6% | +$9.68K | 0.26% | 53 |
|
|
2025
Q1 | $1.53M | Hold |
20,212
| – | – | 0.23% | 57 |
|
|
2024
Q4 | $1.42M | Buy |
20,212
+5,477
| +37% | +$385K | 0.21% | 58 |
|
|
2024
Q3 | $1.15M | Hold |
14,735
| – | – | 0.2% | 58 |
|
|
2024
Q2 | $1.07M | Buy |
14,735
+3
| +0% | +$218 | 0.21% | 57 |
|
|
2024
Q1 | $1.04M | Hold |
14,732
| – | – | 0.28% | 47 |
|
|
2023
Q4 | $1.04M | Buy |
14,732
+362
| +3% | +$25.5K | 0.28% | 47 |
|
|
2023
Q3 | $925K | Hold |
14,370
| – | – | 0.28% | 47 |
|
|
2023
Q2 | $970K | Buy |
14,370
+2
| +0% | +$135 | 0.29% | 45 |
|
|
2023
Q1 | $960K | Hold |
14,368
| – | – | 0.32% | 44 |
|
|
2022
Q4 | $886K | Buy |
14,368
+1
| +0% | +$62 | 0.32% | 43 |
|
|
2022
Q3 | $757K | Sell |
14,367
-670
| -4% | -$35.3K | 0.31% | 47 |
|
|
2022
Q2 | $885K | Buy |
15,037
+807
| +6% | +$47.5K | 0.35% | 45 |
|
|
2022
Q1 | $989K | Sell |
14,230
-1,209
| -8% | -$84K | 0.31% | 47 |
|
|
2021
Q4 | $1.15M | Buy |
15,439
+1,317
| +9% | +$98.3K | 0.39% | 34 |
|
|
2021
Q3 | $1.05M | Sell |
14,122
-930
| -6% | -$69.1K | 0.5% | 33 |
|
|
2021
Q2 | $1.13M | Hold |
15,052
| – | – | 0.44% | 34 |
|
|
2021
Q1 | $1.08M | Hold |
15,052
| – | – | 0.46% | 35 |
|
|
2020
Q4 | $1.04M | Hold |
15,052
| – | – | 0.48% | 35 |
|
|
2020
Q3 | $907K | Sell |
15,052
-2,200
| -13% | -$133K | 0.51% | 32 |
|
|
2020
Q2 | $986K | Sell |
17,252
-3,600
| -17% | -$206K | 0.64% | 28 |
|
|
2020
Q1 | $1.04M | Buy |
20,852
+12,686
| +155% | +$633K | 0.79% | 31 |
|
|
2019
Q4 | $533K | Buy |
8,166
+1,106
| +16% | +$72.2K | 0.39% | 39 |
|
|
2019
Q3 | $431K | Hold |
7,060
| – | – | 0.32% | 45 |
|
|
2019
Q2 | $433K | Hold |
7,060
| – | – | 0.37% | 40 |
|
|
2019
Q1 | $429K | Buy |
+7,060
| New | +$429K | 0.38% | 38 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 45 |
|