CWS 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 | $2.89M | Buy |
34,593
+390
| +1% | +$32.6K | 0.84% | 20 |
|
|
2025
Q1 | $2.59M | Hold |
34,203
| – | – | 0.82% | 19 |
|
|
2024
Q4 | $2.4M | Buy |
34,203
+506
| +2% | +$35.6K | 0.78% | 18 |
|
|
2024
Q3 | $2.63M | Hold |
33,697
| – | – | 0.93% | 14 |
|
|
2024
Q2 | $2.45M | Buy |
33,697
+156
| +0.5% | +$11.3K | 0.96% | 14 |
|
|
2024
Q1 | $2.49M | Buy |
33,541
+1,557
| +5% | +$116K | 1.02% | 14 |
|
|
2023
Q4 | $2.25M | Buy |
31,984
+251
| +0.8% | +$17.7K | 0.84% | 17 |
|
|
2023
Q3 | $2.04M | Hold |
31,733
| – | – | 0.82% | 18 |
|
|
2023
Q2 | $2.14M | Sell |
31,733
-472
| -1% | -$31.9K | 0.81% | 18 |
|
|
2023
Q1 | $2.15M | Buy |
32,205
+3,789
| +13% | +$253K | 0.86% | 18 |
|
|
2022
Q4 | $2.05M | Sell |
28,416
-4,995
| -15% | -$360K | 0.88% | 10 |
|
|
2022
Q3 | $1.76M | Hold |
33,411
| – | – | 0.84% | 19 |
|
|
2022
Q2 | $1.97M | Buy |
33,411
+228
| +0.7% | +$13.4K | 0.9% | 18 |
|
|
2022
Q1 | $2.31M | Sell |
33,183
-202
| -0.6% | -$14K | 0.87% | 16 |
|
|
2021
Q4 | $2.49M | Buy |
+33,385
| New | +$2.49M | 0.88% | 17 |
|
|
2021
Q2 | $2.21M | Buy |
29,465
+1,049
| +4% | +$78.5K | 0.88% | 11 |
|
|
2021
Q1 | $2.05M | Buy |
28,416
+200
| +0.7% | +$14.4K | 0.88% | 10 |
|
|
2020
Q4 | $1.95M | Sell |
28,216
-49
| -0.2% | -$3.39K | 1.13% | 8 |
|
|
2020
Q3 | $1.7M | Buy |
28,265
+629
| +2% | +$37.9K | 1.13% | 8 |
|
|
2020
Q2 | $1.58M | Buy |
+27,636
| New | +$1.58M | 1.14% | 9 |
|