Brickley 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 | $50.7M | Sell |
607,723
-1,039
| -0.2% | -$86.7K | 9.93% | 4 |
|
|
2025
Q1 | $46.1M | Buy |
608,762
+893
| +0.1% | +$67.6K | 9.55% | 3 |
|
|
2024
Q4 | $42.7M | Buy |
607,869
+11,111
| +2% | +$781K | 8.67% | 4 |
|
|
2024
Q3 | $46.6M | Buy |
596,758
+832
| +0.1% | +$64.9K | 9.5% | 3 |
|
|
2024
Q2 | $43.3M | Buy |
595,926
+1,929
| +0.3% | +$140K | 9.48% | 4 |
|
|
2024
Q1 | $44.1M | Buy |
593,997
+3,355
| +0.6% | +$249K | 10.11% | 3 |
|
|
2023
Q4 | $41.6M | Buy |
590,642
+297
| +0.1% | +$20.9K | 10.03% | 3 |
|
|
2023
Q3 | $38M | Sell |
590,345
-325
| -0.1% | -$20.9K | 10.14% | 3 |
|
|
2023
Q2 | $39.9M | Sell |
590,670
-425
| -0.1% | -$28.7K | 10.07% | 3 |
|
|
2023
Q1 | $39.5M | Buy |
591,095
+1,556
| +0.3% | +$104K | 10.83% | 2 |
|
|
2022
Q4 | $36.3M | Sell |
589,539
-14,435
| -2% | -$890K | 10.8% | 2 |
|
|
2022
Q3 | $31.8M | Buy |
603,974
+25,863
| +4% | +$1.36M | 10.44% | 2 |
|
|
2022
Q2 | $34M | Sell |
578,111
-1,462
| -0.3% | -$86K | 10.53% | 2 |
|
|
2022
Q1 | $40.3M | Sell |
579,573
-3,603
| -0.6% | -$250K | 10.75% | 2 |
|
|
2021
Q4 | $43.5M | Buy |
583,176
+231,605
| +66% | +$17.3M | 9.28% | 3 |
|
|
2021
Q3 | $26.1M | Buy |
351,571
+4,355
| +1% | +$323K | 6.57% | 6 |
|
|
2021
Q2 | $26M | Buy |
347,216
+4,694
| +1% | +$351K | 6.57% | 6 |
|
|
2021
Q1 | $24.7M | Buy |
342,522
+6,452
| +2% | +$465K | 6.61% | 5 |
|
|
2020
Q4 | $23.2M | Buy |
336,070
+4,137
| +1% | +$286K | 6.39% | 5 |
|
|
2020
Q3 | $20.3M | Buy |
331,933
+10,406
| +3% | +$635K | 5.64% | 6 |
|
|
2020
Q2 | $18.4M | Buy |
321,527
+170,647
| +113% | +$9.75M | 6.19% | 6 |
|
|
2020
Q1 | $7.53M | Buy |
150,880
+19,903
| +15% | +$993K | 3.13% | 10 |
|
|
2019
Q4 | $8.55M | Buy |
130,977
+21,050
| +19% | +$1.37M | 3.11% | 12 |
|
|
2019
Q3 | $6.71M | Sell |
109,927
-2,560
| -2% | -$156K | 2.75% | 12 |
|
|
2019
Q2 | $6.91M | Buy |
112,487
+25,274
| +29% | +$1.55M | 2.89% | 12 |
|
|
2019
Q1 | $5.3M | Buy |
87,213
+27,600
| +46% | +$1.68M | 2.34% | 13 |
|
|
2018
Q4 | $3.28M | Buy |
59,613
+45,803
| +332% | +$2.52M | 1.61% | 13 |
|
|
2018
Q3 | $885K | Buy |
+13,810
| New | +$885K | 0.42% | 22 |
|