Brighton Jones LLC’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 | $4.15M | Buy |
49,684
+4,420
| +10% | +$369K | 0.11% | 113 |
|
2025
Q1 | $3.42M | Buy |
45,264
+1,224
| +3% | +$92.6K | 0.11% | 110 |
|
2024
Q4 | $3.1M | Sell |
44,040
-972
| -2% | -$68.3K | 0.09% | 116 |
|
2024
Q3 | $3.51M | Buy |
45,012
+5,636
| +14% | +$440K | 0.13% | 90 |
|
2024
Q2 | $2.86M | Buy |
39,376
+1,178
| +3% | +$85.6K | 0.09% | 108 |
|
2024
Q1 | $2.84M | Buy |
38,198
+5,016
| +15% | +$372K | 0.1% | 107 |
|
2023
Q4 | $2.33M | Buy |
33,182
+1,398
| +4% | +$98.4K | 0.1% | 117 |
|
2023
Q3 | $2.05M | Buy |
31,784
+991
| +3% | +$63.8K | 0.1% | 109 |
|
2023
Q2 | $2.08M | Buy |
30,793
+14,134
| +85% | +$954K | 0.1% | 116 |
|
2023
Q1 | $1.11M | Sell |
16,659
-1,900
| -10% | -$127K | 0.06% | 166 |
|
2022
Q4 | $1.14M | Buy |
18,559
+2,064
| +13% | +$127K | 0.07% | 150 |
|
2022
Q3 | $869K | Sell |
16,495
-1,383
| -8% | -$72.9K | 0.05% | 172 |
|
2022
Q2 | $1.05M | Buy |
17,878
+3,177
| +22% | +$187K | 0.06% | 159 |
|
2022
Q1 | $1.02M | Sell |
14,701
-1,396
| -9% | -$97K | 0.05% | 171 |
|
2021
Q4 | $1.2M | Buy |
16,097
+1,572
| +11% | +$117K | 0.06% | 146 |
|
2021
Q3 | $1.08M | Buy |
14,525
+365
| +3% | +$27.1K | 0.06% | 152 |
|
2021
Q2 | $1.06M | Buy |
14,160
+351
| +3% | +$26.3K | 0.05% | 149 |
|
2021
Q1 | $995K | Buy |
13,809
+10,772
| +355% | +$776K | 0.06% | 149 |
|
2020
Q4 | $210K | Buy |
+3,037
| New | +$210K | 0.01% | 366 |
|
2020
Q2 | – | Sell |
-4,878
| Closed | -$243K | – | 305 |
|
2020
Q1 | $243K | Buy |
4,878
+1,002
| +26% | +$49.9K | 0.03% | 237 |
|
2019
Q4 | $253K | Sell |
3,876
-1,754
| -31% | -$114K | 0.03% | 276 |
|
2019
Q3 | $344K | Buy |
5,630
+1,308
| +30% | +$79.9K | 0.04% | 211 |
|
2019
Q2 | $265K | Sell |
4,322
-56,547
| -93% | -$3.47M | 0.03% | 243 |
|
2019
Q1 | $3.7M | Buy |
+60,869
| New | +$3.7M | 0.45% | 29 |
|
2017
Q3 | – | Sell |
-4,516
| Closed | -$275K | – | 299 |
|
2017
Q2 | $275K | Buy |
+4,516
| New | +$275K | 0.04% | 205 |
|
2016
Q3 | – | Sell |
-14,566
| Closed | -$756K | – | 238 |
|
2016
Q2 | $756K | Buy |
14,566
+575
| +4% | +$29.8K | 0.13% | 90 |
|
2016
Q1 | $743K | Buy |
+13,991
| New | +$743K | 0.14% | 90 |
|