Colton Groome Financial Advisors’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 | $2.7M | Sell |
32,372
-579
| -2% | -$48.3K | 0.92% | 26 |
|
|
2025
Q1 | $2.59M | Buy |
32,951
+2,923
| +10% | +$230K | 1.01% | 25 |
|
|
2024
Q4 | $2.11M | Sell |
30,028
-246
| -0.8% | -$17.3K | 0.81% | 30 |
|
|
2024
Q3 | $2.36M | Sell |
30,274
-1,430
| -5% | -$112K | 0.88% | 24 |
|
|
2024
Q2 | $2.3M | Sell |
31,704
-2,439
| -7% | -$177K | 0.91% | 25 |
|
|
2024
Q1 | $2.53M | Sell |
34,143
-9,180
| -21% | -$681K | 1.02% | 25 |
|
|
2023
Q4 | $3.05M | Sell |
43,323
-5,885
| -12% | -$414K | 1.33% | 20 |
|
|
2023
Q3 | $3.17M | Sell |
49,208
-18,729
| -28% | -$1.21M | 1.59% | 17 |
|
|
2023
Q2 | $4.59M | Buy |
67,937
+29,397
| +76% | +$1.98M | 2.15% | 11 |
|
|
2023
Q1 | $2.58M | Buy |
38,540
+4,735
| +14% | +$317K | 1.23% | 22 |
|
|
2022
Q4 | $2.08M | Sell |
33,805
-600
| -2% | -$37K | 1.02% | 31 |
|
|
2022
Q3 | $1.81M | Sell |
34,405
-4,365
| -11% | -$230K | 0.92% | 29 |
|
|
2022
Q2 | $2.28M | Buy |
38,770
+26,845
| +225% | +$1.58M | 1.14% | 23 |
|
|
2022
Q1 | $829K | Buy |
11,925
+6,600
| +124% | +$459K | 0.38% | 44 |
|
|
2021
Q4 | $397K | Buy |
5,325
+975
| +22% | +$72.7K | 0.16% | 88 |
|
|
2021
Q3 | $323K | Hold |
4,350
| – | – | 0.14% | 91 |
|
|
2021
Q2 | $326K | Buy |
4,350
+400
| +10% | +$30K | 0.15% | 91 |
|
|
2021
Q1 | $285K | Buy |
+3,950
| New | +$285K | 0.16% | 60 |
|