Burney Company’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 | $262K | Sell |
3,137
-932
| -23% | -$77.8K | 0.01% | 512 |
|
|
2025
Q1 | $308K | Buy |
4,069
+618
| +18% | +$46.8K | 0.01% | 495 |
|
|
2024
Q4 | $243K | Buy |
3,451
+12
| +0.3% | +$843 | 0.01% | 547 |
|
|
2024
Q3 | $268K | Sell |
3,439
-682
| -17% | -$53.2K | 0.01% | 535 |
|
|
2024
Q2 | $299K | Sell |
4,121
-91
| -2% | -$6.61K | 0.01% | 515 |
|
|
2024
Q1 | $313K | Buy |
4,212
+540
| +15% | +$40.1K | 0.01% | 517 |
|
|
2023
Q4 | $258K | Buy |
3,672
+316
| +9% | +$22.2K | 0.01% | 522 |
|
|
2023
Q3 | $216K | Hold |
3,356
| – | – | 0.01% | 533 |
|
|
2023
Q2 | $227K | Hold |
3,356
| – | – | 0.01% | 531 |
|
|
2023
Q1 | $224K | Buy |
+3,356
| New | +$224K | 0.01% | 526 |
|
|
2022
Q2 | – | Sell |
-3,079
| Closed | -$214K | – | 555 |
|
|
2022
Q1 | $214K | Sell |
3,079
-506
| -14% | -$35.2K | 0.01% | 554 |
|
|
2021
Q4 | $268K | Buy |
+3,585
| New | +$268K | 0.01% | 517 |
|
|
2020
Q4 | – | Sell |
-3,569
| Closed | -$215K | – | 535 |
|
|
2020
Q3 | $215K | Buy |
+3,569
| New | +$215K | 0.01% | 463 |
|