Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.88M | Sell |
80,885
-1,191
| -1% | -$86.5K | 0.06% | 132 |
|
|
2024
Q1 | $6.09M | Sell |
82,076
-7,225
| -8% | -$536K | 0.06% | 133 |
|
|
2023
Q4 | $6.28M | Buy |
89,301
+39,050
| +78% | +$2.75M | 0.07% | 126 |
|
|
2023
Q3 | $3.23M | Buy |
50,251
+7,432
| +17% | +$478K | 0.05% | 165 |
|
|
2023
Q2 | $2.89M | Buy |
42,819
+2,375
| +6% | +$160K | 0.04% | 183 |
|
|
2023
Q1 | $2.49M | Hold |
40,444
| – | – | 0.05% | 163 |
|
|
2022
Q4 | $2.49M | Sell |
40,444
-1,456
| -3% | -$89.7K | 0.05% | 163 |
|
|
2022
Q3 | $2.21M | Buy |
41,900
+688
| +2% | +$36.2K | 0.05% | 167 |
|
|
2022
Q2 | $2.43M | Sell |
41,212
-10,234
| -20% | -$602K | 0.05% | 161 |
|
|
2022
Q1 | $3.58M | Buy |
51,446
+8,049
| +19% | +$559K | 0.07% | 130 |
|
|
2021
Q4 | $3.24M | Sell |
43,397
-257
| -0.6% | -$19.2K | 0.06% | 140 |
|
|
2021
Q3 | $3.24M | Sell |
43,654
-232
| -0.5% | -$17.2K | 0.07% | 138 |
|
|
2021
Q2 | $3.29M | Buy |
43,886
+6,960
| +19% | +$521K | 0.08% | 133 |
|
|
2021
Q1 | $2.66M | Buy |
36,926
+655
| +2% | +$47.2K | 0.13% | 128 |
|
|
2020
Q4 | $2.51M | Buy |
36,271
+5,463
| +18% | +$377K | 0.13% | 129 |
|
|
2020
Q3 | $1.86M | Buy |
30,808
+466
| +2% | +$28.1K | 0.14% | 120 |
|
|
2020
Q2 | $1.73M | Sell |
30,342
-39,802
| -57% | -$2.27M | 0.16% | 103 |
|
|
2020
Q1 | $3.5M | Buy |
70,144
+65,040
| +1,274% | +$3.24M | 0.34% | 63 |
|
|
2019
Q4 | $333K | Buy |
5,104
+1,370
| +37% | +$89.4K | 0.03% | 333 |
|
|
2019
Q3 | $228K | Sell |
3,734
-6,549
| -64% | -$400K | 0.02% | 377 |
|
|
2019
Q2 | $631K | Buy |
10,283
+3,995
| +64% | +$245K | 0.07% | 209 |
|
|
2019
Q1 | $382K | Sell |
6,288
-3,013
| -32% | -$183K | 0.05% | 272 |
|
|
2018
Q4 | $512K | Buy |
9,301
+4,389
| +89% | +$242K | 0.08% | 182 |
|
|
2018
Q3 | $315K | Sell |
4,912
-1,698
| -26% | -$109K | 0.05% | 262 |
|
|
2018
Q2 | $419K | Buy |
+6,610
| New | +$419K | 0.07% | 206 |
|