BlackDiamond 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 | $656K | Buy |
7,874
+1,708
| +28% | +$142K | 0.38% | 51 |
|
|
2025
Q1 | $493K | Sell |
6,166
-180
| -3% | -$14.4K | 0.33% | 56 |
|
|
2024
Q4 | $446K | Buy |
6,346
+207
| +3% | +$14.5K | 0.26% | 85 |
|
|
2024
Q3 | $445K | Sell |
6,139
-1,742
| -22% | -$126K | 0.27% | 85 |
|
|
2024
Q2 | $565K | Buy |
7,881
+4,681
| +146% | +$336K | 0.37% | 66 |
|
|
2024
Q1 | $238K | Sell |
3,200
-619
| -16% | -$45.9K | 0.17% | 131 |
|
|
2023
Q4 | $266K | Buy |
3,819
+395
| +12% | +$27.5K | 0.2% | 109 |
|
|
2023
Q3 | $213K | Buy |
+3,424
| New | +$213K | 0.19% | 118 |
|
|
2023
Q2 | – | Sell |
-3,140
| Closed | -$213K | – | 131 |
|
|
2023
Q1 | $213K | Sell |
3,140
-2,846
| -48% | -$193K | 0.22% | 103 |
|
|
2022
Q4 | $385K | Buy |
+5,986
| New | +$385K | 0.44% | 65 |
|
|
2022
Q3 | – | Sell |
-4,622
| Closed | -$274K | – | 111 |
|
|
2022
Q2 | $274K | Buy |
+4,622
| New | +$274K | 0.34% | 85 |
|
|
2022
Q1 | – | Sell |
-7,282
| Closed | -$544K | – | 113 |
|
|
2021
Q4 | $544K | Buy |
+7,282
| New | +$544K | 0.62% | 47 |
|