Bryant Woods Investment Advisors’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 | $2.63M | Sell |
31,464
-1,102
| -3% | -$92K | 1.13% | 14 |
|
|
2025
Q1 | $2.46M | Sell |
32,566
-919
| -3% | -$69.5K | 1.18% | 14 |
|
|
2024
Q4 | $2.35M | Buy |
33,485
+1,356
| +4% | +$95.3K | 1.14% | 12 |
|
|
2024
Q3 | $2.51M | Buy |
32,129
+5,229
| +19% | +$408K | 1.28% | 11 |
|
|
2024
Q2 | $1.73M | Sell |
26,900
-3,999
| -13% | -$257K | 1.26% | 12 |
|
|
2024
Q1 | $2.29M | Buy |
30,899
+2,962
| +11% | +$220K | 1.35% | 10 |
|
|
2023
Q4 | $1.97M | Buy |
27,937
+1,037
| +4% | +$73K | 1.25% | 12 |
|
|
2023
Q3 | $1.73M | Buy |
26,900
+35
| +0.1% | +$2.25K | 1.26% | 12 |
|
|
2023
Q2 | $1.81M | Sell |
26,865
-2,936
| -10% | -$198K | 1.29% | 12 |
|
|
2023
Q1 | $1.99M | Sell |
29,801
-4,982
| -14% | -$333K | 1.54% | 11 |
|
|
2022
Q4 | $2.14M | Buy |
34,783
+1,846
| +6% | +$114K | 1.82% | 11 |
|
|
2022
Q3 | $1.74M | Sell |
32,937
-108
| -0.3% | -$5.69K | 1.64% | 11 |
|
|
2022
Q2 | $1.94M | Sell |
33,045
-1,394
| -4% | -$82K | 1.83% | 12 |
|
|
2022
Q1 | $2.39M | Buy |
34,439
+4,150
| +14% | +$288K | 1.93% | 12 |
|
|
2021
Q4 | $2.27M | Buy |
+30,289
| New | +$2.27M | 1.77% | 13 |
|