CFA
Cahill Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
19,446
-16
| -0.1% | -$1.34K | 0.2% | 82 |
|
|
2025
Q1 | $1.47M | Hold |
19,462
| – | – | 0.2% | 85 |
|
|
2024
Q4 | $1.37M | Sell |
19,462
-684
| -3% | -$48.1K | 0.19% | 90 |
|
|
2024
Q3 | $1.57M | Sell |
20,146
-1,021
| -5% | -$79.7K | 0.22% | 79 |
|
|
2024
Q2 | $1.54M | Buy |
21,167
+660
| +3% | +$47.9K | 0.21% | 90 |
|
|
2024
Q1 | $1.52M | Sell |
20,507
-321
| -2% | -$23.8K | 0.21% | 90 |
|
|
2023
Q4 | $1.47M | Sell |
20,828
-701
| -3% | -$49.3K | 0.22% | 92 |
|
|
2023
Q3 | $1.39M | Buy |
21,529
+28
| +0.1% | +$1.8K | 0.23% | 92 |
|
|
2023
Q2 | $1.45M | Sell |
21,501
-646
| -3% | -$43.6K | 0.23% | 89 |
|
|
2023
Q1 | $1.48M | Sell |
22,147
-806
| -4% | -$53.9K | 0.26% | 85 |
|
|
2022
Q4 | $1.41M | Sell |
22,953
-4,384
| -16% | -$270K | 0.27% | 87 |
|
|
2022
Q3 | $1.44M | Sell |
27,337
-2,647
| -9% | -$139K | 0.3% | 76 |
|
|
2022
Q2 | $1.76M | Sell |
29,984
-1,737
| -5% | -$102K | 0.38% | 63 |
|
|
2022
Q1 | $2.21M | Buy |
31,721
+420
| +1% | +$29.2K | 0.41% | 59 |
|
|
2021
Q4 | $2.34M | Sell |
31,301
-3,284
| -9% | -$245K | 0.45% | 52 |
|
|
2021
Q3 | $2.57M | Buy |
34,585
+4,403
| +15% | +$327K | 0.53% | 48 |
|
|
2021
Q2 | $2.26M | Buy |
30,182
+318
| +1% | +$23.8K | 0.51% | 47 |
|
|
2021
Q1 | $2.15M | Sell |
29,864
-8,428
| -22% | -$607K | 0.53% | 45 |
|
|
2020
Q4 | $2.65M | Buy |
38,292
+17,643
| +85% | +$1.22M | 0.67% | 37 |
|
|
2020
Q3 | $1.25M | Sell |
20,649
-2,256
| -10% | -$136K | 0.45% | 54 |
|
|
2020
Q2 | $1.31M | Sell |
22,905
-16,758
| -42% | -$958K | 0.51% | 51 |
|
|
2020
Q1 | $1.98M | Sell |
39,663
-23,625
| -37% | -$1.18M | 0.92% | 31 |
|
|
2019
Q4 | $4.13M | Sell |
63,288
-2,369
| -4% | -$155K | 1.5% | 16 |
|
|
2019
Q3 | $4.01M | Sell |
65,657
-19,366
| -23% | -$1.18M | 1.56% | 15 |
|
|
2019
Q2 | $5.22M | Buy |
85,023
+311
| +0.4% | +$19.1K | 2.07% | 8 |
|
|
2019
Q1 | $5.15M | Buy |
84,712
+779
| +0.9% | +$47.3K | 2.14% | 9 |
|
|
2018
Q4 | $4.62M | Sell |
83,933
-19,484
| -19% | -$1.07M | 2.31% | 8 |
|
|
2018
Q3 | $6.63M | Buy |
103,417
+9,953
| +11% | +$638K | 2.92% | 4 |
|
|
2018
Q2 | $5.92M | Buy |
93,464
+6,739
| +8% | +$427K | 2.73% | 5 |
|
|
2018
Q1 | $5.71M | Buy |
86,725
+26,551
| +44% | +$1.75M | 2.73% | 4 |
|
|
2017
Q4 | $3.98M | Buy |
60,174
+1,667
| +3% | +$110K | 2% | 11 |
|
|
2017
Q3 | $3.76M | Buy |
58,507
+627
| +1% | +$40.2K | 1.99% | 11 |
|
|
2017
Q2 | $3.53M | Buy |
57,880
+6,554
| +13% | +$399K | 1.95% | 12 |
|
|
2017
Q1 | $2.98M | Buy |
51,326
+3,898
| +8% | +$226K | 1.72% | 15 |
|
|
2016
Q4 | $2.54M | Buy |
47,428
+21,135
| +80% | +$1.13M | 1.55% | 22 |
|
|
2016
Q3 | $1.45M | Buy |
26,293
+10,652
| +68% | +$587K | 0.94% | 32 |
|
|
2016
Q2 | $812K | Buy |
15,641
+4,931
| +46% | +$256K | 0.57% | 44 |
|
|
2016
Q1 | $570K | Buy |
+10,710
| New | +$570K | 0.43% | 60 |
|