Concord Wealth Partners’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 | $275K | Buy |
3,289
+221
| +7% | +$18.4K | 0.04% | 176 |
|
|
2025
Q1 | $232K | Hold |
3,068
| – | – | 0.04% | 183 |
|
|
2024
Q4 | $216K | Buy |
3,068
+32
| +1% | +$2.25K | 0.04% | 195 |
|
|
2024
Q3 | $237K | Sell |
3,036
-65
| -2% | -$5.07K | 0.04% | 193 |
|
|
2024
Q2 | $225K | Sell |
3,101
-445
| -13% | -$32.3K | 0.04% | 189 |
|
|
2024
Q1 | $263K | Buy |
3,546
+836
| +31% | +$62K | 0.05% | 183 |
|
|
2023
Q4 | $191K | Sell |
2,710
-961
| -26% | -$67.6K | 0.04% | 201 |
|
|
2023
Q3 | $236K | Sell |
3,671
-386
| -10% | -$24.8K | 0.05% | 180 |
|
|
2023
Q2 | $274K | Buy |
4,057
+514
| +15% | +$34.7K | 0.06% | 162 |
|
|
2023
Q1 | $237K | Sell |
3,543
-2,811
| -44% | -$188K | 0.07% | 143 |
|
|
2022
Q4 | $392K | Sell |
6,354
-810
| -11% | -$49.9K | 0.12% | 107 |
|
|
2022
Q3 | $377K | Sell |
7,164
-1,127
| -14% | -$59.3K | 0.12% | 112 |
|
|
2022
Q2 | $488K | Buy |
8,291
+21
| +0.3% | +$1.24K | 0.13% | 101 |
|
|
2022
Q1 | $575K | Sell |
8,270
-1,676
| -17% | -$117K | 0.15% | 91 |
|
|
2021
Q4 | $742K | Buy |
9,946
+8,677
| +684% | +$647K | 0.18% | 68 |
|
|
2021
Q3 | $94K | Sell |
1,269
-2,388
| -65% | -$177K | 0.04% | 144 |
|
|
2021
Q2 | $274K | Sell |
3,657
-2,233
| -38% | -$167K | 0.08% | 107 |
|
|
2021
Q1 | $424K | Buy |
5,890
+3,411
| +138% | +$246K | 0.14% | 73 |
|
|
2020
Q4 | $171K | Buy |
+2,479
| New | +$171K | 0.13% | 82 |
|