Creative Financial Designs’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Creative Financial Designs’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.25M	Sell	62,831 -455	-0.7%	-$38K	0.38%	62
2025 Q1	$4.79M	Sell	63,286 -4,326	-6%	-$327K	0.38%	59
2024 Q4	$4.75M	Buy	67,612 +1,296	+2%	+$91.1K	0.39%	57
2024 Q3	$5.18M	Sell	66,316 -4,848	-7%	-$378K	0.44%	52
2024 Q2	$5.17M	Buy	71,164 +902	+1%	+$65.5K	0.46%	51
2024 Q1	$5.21M	Sell	70,262 -3,281	-4%	-$244K	0.49%	49
2023 Q4	$5.17M	Buy	73,543 +4,110	+6%	+$289K	0.53%	42
2023 Q3	$4.47M	Buy	69,433 +1,482	+2%	+$95.4K	0.52%	44
2023 Q2	$4.59M	Buy	67,951 +2,956	+5%	+$200K	0.54%	43
2023 Q1	$4.34M	Buy	64,995 +3,033	+5%	+$203K	0.57%	40
2022 Q4	$3.82M	Buy	61,962 +13,686	+28%	+$844K	0.56%	42
2022 Q3	$2.54M	Buy	48,276 +4,450	+10%	+$234K	0.42%	53
2022 Q2	$2.58M	Buy	43,826 +3,919	+10%	+$231K	0.42%	55
2022 Q1	$2.77M	Sell	39,907 -5,852	-13%	-$407K	0.42%	53
2021 Q4	$3.42M	Buy	45,759 +4,296	+10%	+$321K	0.51%	43
2021 Q3	$3.08M	Buy	41,463 +6,471	+18%	+$481K	0.51%	42
2021 Q2	$2.62M	Buy	34,992 +6,783	+24%	+$508K	0.45%	49
2021 Q1	$2.03M	Sell	28,209 -32,846	-54%	-$2.37M	0.4%	58
2020 Q4	$4.22M	Buy	61,055 +14,053	+30%	+$971K	0.9%	29
2020 Q3	$2.83M	Buy	47,002 +35,324	+302%	+$2.13M	0.7%	34
2020 Q2	$668K	Buy	11,678 +6,938	+146%	+$397K	0.2%	89
2020 Q1	$236K	Buy	4,740 +2,165	+84%	+$108K	0.12%	109
2019 Q4	$170K	Buy	2,575 +1,947	+310%	+$129K	0.08%	161
2019 Q3	$37K	Buy	628 +71	+13%	+$4.18K	0.02%	263
2019 Q2	$34K	Sell	557 -18	-3%	-$1.1K	0.02%	259
2019 Q1	$35K	Sell	575 -77	-12%	-$4.69K	0.02%	247
2018 Q4	$36K	Sell	652 -266	-29%	-$14.7K	0.03%	222
2018 Q3	$59K	Hold	918	–	–	0.03%	203
2018 Q2	$58K	Buy	918 +83	+10%	+$5.24K	0.03%	223
2018 Q1	$55K	Buy	835 +611	+273%	+$40.2K	0.04%	218
2017 Q4	$15K	Buy	224 +3	+1%	+$201	0.01%	362
2017 Q3	$14K	Hold	221	–	–	0.01%	376
2017 Q2	$13K	Buy	221 +3	+1%	+$176	0.01%	378
2017 Q1	$13K	Buy	+218	New	+$13K	0.01%	373