Certified Advisory Corp’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 | $7.37M | Buy |
88,338
+12,100
| +16% | +$1.01M | 0.77% | 41 |
|
|
2025
Q1 | $5.77M | Buy |
76,238
+1,746
| +2% | +$132K | 0.65% | 48 |
|
|
2024
Q4 | $5.24M | Buy |
74,492
+10,261
| +16% | +$721K | 0.57% | 55 |
|
|
2024
Q3 | $5.01M | Buy |
64,231
+2,257
| +4% | +$176K | 0.56% | 58 |
|
|
2024
Q2 | $4.5M | Buy |
61,974
+9,939
| +19% | +$722K | 0.56% | 57 |
|
|
2024
Q1 | $3.86M | Buy |
52,035
+3,648
| +8% | +$271K | 0.54% | 60 |
|
|
2023
Q4 | $3.4M | Buy |
48,387
+1,451
| +3% | +$102K | 0.52% | 63 |
|
|
2023
Q3 | $3.02M | Sell |
46,936
-541
| -1% | -$34.8K | 0.56% | 57 |
|
|
2023
Q2 | $3.2M | Sell |
47,477
-4,759
| -9% | -$321K | 0.59% | 51 |
|
|
2023
Q1 | $3.49M | Sell |
52,236
-675
| -1% | -$45.1K | 0.62% | 45 |
|
|
2022
Q4 | $3.26M | Buy |
52,911
+8,886
| +20% | +$548K | 0.64% | 42 |
|
|
2022
Q3 | $2.32M | Buy |
44,025
+225
| +0.5% | +$11.9K | 0.53% | 53 |
|
|
2022
Q2 | $2.58M | Sell |
43,800
-1,476
| -3% | -$86.9K | 0.57% | 49 |
|
|
2022
Q1 | $3.15M | Sell |
45,276
-1,677
| -4% | -$117K | 0.67% | 42 |
|
|
2021
Q4 | $3.51M | Buy |
46,953
+1,355
| +3% | +$101K | 0.77% | 35 |
|
|
2021
Q3 | $3.39M | Sell |
45,598
-291
| -0.6% | -$21.6K | 0.82% | 36 |
|
|
2021
Q2 | $3.44M | Buy |
45,889
+361
| +0.8% | +$27K | 0.86% | 30 |
|
|
2021
Q1 | $3.28M | Buy |
+45,528
| New | +$3.28M | 0.85% | 28 |
|
|
2020
Q2 | $2.76M | Buy |
48,242
+40,773
| +546% | +$2.33M | 0.91% | 26 |
|
|
2020
Q1 | $373K | Sell |
7,469
-434
| -5% | -$21.7K | 0.15% | 124 |
|
|
2019
Q4 | $516K | Buy |
7,903
+659
| +9% | +$43K | 0.16% | 115 |
|
|
2019
Q3 | $442K | Buy |
7,244
+1,750
| +32% | +$107K | 0.15% | 117 |
|
|
2019
Q2 | $337K | Sell |
5,494
-300
| -5% | -$18.4K | 0.13% | 135 |
|
|
2019
Q1 | $352K | Sell |
5,794
-3,000
| -34% | -$182K | 0.15% | 122 |
|
|
2018
Q4 | $484K | Buy |
8,794
+933
| +12% | +$51.4K | 0.25% | 88 |
|
|
2018
Q3 | $504K | Buy |
7,861
+361
| +5% | +$23.1K | 0.23% | 90 |
|
|
2018
Q2 | $475K | Hold |
7,500
| – | – | 0.26% | 87 |
|
|
2018
Q1 | $494K | Buy |
+7,500
| New | +$494K | 0.29% | 81 |
|