CBIZ Investment Advisory Services’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 | $519K | Sell |
6,214
-211
| -3% | -$17.6K | 0.02% | 32 |
|
|
2025
Q1 | $486K | Sell |
6,425
-877
| -12% | -$66.3K | 0.02% | 31 |
|
|
2024
Q4 | $513K | Buy |
7,302
+78
| +1% | +$5.48K | 0.03% | 31 |
|
|
2024
Q3 | $564K | Buy |
7,224
+1,249
| +21% | +$97.5K | 0.03% | 28 |
|
|
2024
Q2 | $434K | Buy |
5,975
+895
| +18% | +$65K | 0.02% | 31 |
|
|
2024
Q1 | $377K | Buy |
5,080
+1,560
| +44% | +$116K | 0.03% | 34 |
|
|
2023
Q4 | $248K | Buy |
+3,520
| New | +$248K | 0.02% | 41 |
|
|
2020
Q1 | – | Hold |
0
| – | -$27K | – | 224 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 94 |
|