Broadview Financial 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 | $23.3M | Buy |
279,212
+10,202
| +4% | +$852K | 15.83% | 1 |
|
|
2025
Q1 | $20.4M | Sell |
269,010
-1,383
| -0.5% | -$105K | 15.18% | 1 |
|
|
2024
Q4 | $19M | Buy |
270,393
+1,744
| +0.6% | +$123K | 13.59% | 1 |
|
|
2024
Q3 | $21M | Buy |
268,649
+2,725
| +1% | +$213K | 14.19% | 1 |
|
|
2024
Q2 | $19.3M | Buy |
265,924
+600
| +0.2% | +$43.6K | 14.07% | 1 |
|
|
2024
Q1 | $19.7M | Buy |
265,324
+83
| +0% | +$6.16K | 14.34% | 1 |
|
|
2023
Q4 | $18.7M | Sell |
265,241
-861
| -0.3% | -$60.6K | 14.39% | 1 |
|
|
2023
Q3 | $17.1M | Sell |
266,102
-4,288
| -2% | -$276K | 15.84% | 1 |
|
|
2023
Q2 | $18.3M | Sell |
270,390
-419
| -0.2% | -$28.3K | 15.58% | 1 |
|
|
2023
Q1 | $18.1M | Sell |
270,809
-8,355
| -3% | -$559K | 15.8% | 1 |
|
|
2022
Q4 | $17.2M | Sell |
279,164
-14,243
| -5% | -$878K | 15.46% | 1 |
|
|
2022
Q3 | $15.5M | Buy |
293,407
+1,550
| +0.5% | +$81.6K | 15.48% | 1 |
|
|
2022
Q2 | $17.2M | Sell |
291,857
-3,464
| -1% | -$204K | 16.02% | 1 |
|
|
2022
Q1 | $20.5M | Buy |
295,321
+7,972
| +3% | +$554K | 15.21% | 1 |
|
|
2021
Q4 | $21.4M | Buy |
287,349
+4,738
| +2% | +$354K | 15.29% | 1 |
|
|
2021
Q3 | $21M | Sell |
282,611
-1,347
| -0.5% | -$100K | 16.23% | 1 |
|
|
2021
Q2 | $21.3M | Buy |
283,958
+874
| +0.3% | +$65.4K | 16.01% | 1 |
|
|
2021
Q1 | $20.4M | Sell |
283,084
-17,248
| -6% | -$1.24M | 15.84% | 1 |
|
|
2020
Q4 | $20.8M | Sell |
300,332
-882
| -0.3% | -$60.9K | 15.91% | 1 |
|
|
2020
Q3 | $18.2M | Sell |
301,214
-10,828
| -3% | -$653K | 15.3% | 1 |
|
|
2020
Q2 | $17.8M | Sell |
312,042
-7,992
| -2% | -$457K | 14.27% | 1 |
|
|
2020
Q1 | $16M | Buy |
320,034
+28,210
| +10% | +$1.41M | 14.27% | 1 |
|
|
2019
Q4 | $19M | Sell |
291,824
-4,091
| -1% | -$267K | 13.25% | 1 |
|
|
2019
Q3 | $18.1M | Buy |
295,915
+866
| +0.3% | +$52.9K | 13.42% | 1 |
|
|
2019
Q2 | $18.1M | Buy |
295,049
+6,001
| +2% | +$368K | 13.63% | 1 |
|
|
2019
Q1 | $17.6M | Buy |
289,048
+17,002
| +6% | +$1.03M | 13.68% | 1 |
|
|
2018
Q4 | $15M | Sell |
272,046
-78,396
| -22% | -$4.31M | 13.3% | 1 |
|
|
2018
Q3 | $22.5M | Buy |
350,442
+75,227
| +27% | +$4.82M | 20.18% | 1 |
|
|
2018
Q2 | $17.4M | Buy |
275,215
+11,515
| +4% | +$730K | 17.02% | 1 |
|
|
2018
Q1 | $17.4M | Sell |
263,700
-3,388
| -1% | -$223K | 17.16% | 1 |
|
|
2017
Q4 | $17.7M | Buy |
+267,088
| New | +$17.7M | 17.12% | 1 |
|