CIAS
CFS Investment Advisory Services’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 | $5.62M | Buy |
67,263
+5,517
| +9% | +$461K | 0.46% | 51 |
|
|
2025
Q1 | $4.67M | Sell |
61,746
-8,432
| -12% | -$638K | 0.42% | 54 |
|
|
2024
Q4 | $4.93M | Buy |
70,178
+2,675
| +4% | +$188K | 0.44% | 49 |
|
|
2024
Q3 | $5.27M | Buy |
67,503
+1,114
| +2% | +$87K | 0.44% | 44 |
|
|
2024
Q2 | $4.82M | Buy |
66,389
+2,817
| +4% | +$205K | 0.39% | 54 |
|
|
2024
Q1 | $4.72M | Sell |
63,572
-3,371
| -5% | -$250K | 0.79% | 24 |
|
|
2023
Q4 | $4.71M | Buy |
66,943
+2,657
| +4% | +$187K | 0.85% | 23 |
|
|
2023
Q3 | $4.14M | Sell |
64,286
-969
| -1% | -$62.4K | 0.66% | 29 |
|
|
2023
Q2 | $4.41M | Buy |
65,255
+1,687
| +3% | +$114K | 0.56% | 32 |
|
|
2023
Q1 | $4.25M | Buy |
63,568
+9,533
| +18% | +$637K | 0.77% | 25 |
|
|
2022
Q4 | $3.33M | Sell |
54,035
-3,690,682
| -99% | -$228M | 0.76% | 21 |
|
|
2022
Q3 | $3.75M | Buy |
3,744,717
+3,659,182
| +4,278% | +$3.66M | 0.86% | 16 |
|
|
2022
Q2 | $5.03M | Sell |
85,535
-8,242,597
| -99% | -$485M | 0.77% | 25 |
|
|
2022
Q1 | $120K | Buy |
8,328,132
+8,207,553
| +6,807% | +$118K | 0.52% | 35 |
|
|
2021
Q4 | $8.64M | Buy |
120,579
+8,112
| +7% | +$581K | 1.16% | 15 |
|
|
2021
Q3 | $8.35M | Buy |
+112,467
| New | +$8.35M | 1.14% | 18 |
|
|
2020
Q4 | $4.25M | Buy |
+61,451
| New | +$4.25M | 0.68% | 29 |
|