Boyd 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 | $4.23M | Buy |
50,640
+5,208
| +11% | +$435K | 1.83% | 13 |
|
|
2025
Q1 | $3.44M | Buy |
45,432
+4,499
| +11% | +$340K | 1.71% | 13 |
|
|
2024
Q4 | $2.88M | Buy |
40,933
+289
| +0.7% | +$20.3K | 1.42% | 14 |
|
|
2024
Q3 | $3.17M | Sell |
40,644
-819
| -2% | -$63.9K | 1.61% | 15 |
|
|
2024
Q2 | $3.01M | Sell |
41,463
-1,759
| -4% | -$128K | 1.66% | 15 |
|
|
2024
Q1 | $3.21M | Sell |
43,222
-115
| -0.3% | -$8.54K | 1.83% | 14 |
|
|
2023
Q4 | $3.05M | Buy |
43,337
+3,476
| +9% | +$245K | 1.9% | 13 |
|
|
2023
Q3 | $2.57M | Sell |
39,861
-1,907
| -5% | -$123K | 1.72% | 15 |
|
|
2023
Q2 | $2.82M | Sell |
41,768
-1,334
| -3% | -$90K | 1.71% | 16 |
|
|
2023
Q1 | $2.88M | Buy |
43,102
+2,689
| +7% | +$180K | 2% | 13 |
|
|
2022
Q4 | $2.49M | Sell |
40,413
-22,520
| -36% | -$1.39M | 1.83% | 12 |
|
|
2022
Q3 | $3.32M | Buy |
62,933
+12,290
| +24% | +$647K | 2.65% | 11 |
|
|
2022
Q2 | $2.98M | Sell |
50,643
-6,550
| -11% | -$385K | 2.43% | 13 |
|
|
2022
Q1 | $3.98M | Sell |
57,193
-7,005
| -11% | -$487K | 2.97% | 11 |
|
|
2021
Q4 | $4.79M | Buy |
+64,198
| New | +$4.79M | 3.48% | 9 |
|