DBK Financial Counsel’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 | $1.07M | Hold |
12,802
| – | – | 0.97% | 28 |
|
|
2025
Q1 | $968K | Sell |
12,802
-84
| -0.7% | -$6.36K | 0.97% | 29 |
|
|
2024
Q4 | $906K | Hold |
12,886
| – | – | 0.91% | 25 |
|
|
2024
Q3 | $1.01M | Sell |
12,886
-180
| -1% | -$14K | 1.02% | 25 |
|
|
2024
Q2 | $949K | Sell |
13,066
-4,675
| -26% | -$340K | 1.03% | 25 |
|
|
2024
Q1 | $1.32M | Sell |
17,741
-995
| -5% | -$73.9K | 1.38% | 22 |
|
|
2023
Q4 | $1.32M | Sell |
18,736
-1,610
| -8% | -$113K | 1.51% | 20 |
|
|
2023
Q3 | $1.31M | Hold |
20,346
| – | – | 1.72% | 19 |
|
|
2023
Q2 | $1.37M | Sell |
20,346
-230
| -1% | -$15.5K | 1.85% | 17 |
|
|
2023
Q1 | $1.38M | Sell |
20,576
-240
| -1% | -$16K | 1.91% | 16 |
|
|
2022
Q4 | $1.28M | Sell |
20,816
-80
| -0.4% | -$4.93K | 2.05% | 17 |
|
|
2022
Q3 | $1.1M | Hold |
20,896
| – | – | 1.9% | 16 |
|
|
2022
Q2 | $1.23M | Buy |
20,896
+300
| +1% | +$17.7K | 2% | 16 |
|
|
2022
Q1 | $1.43M | Buy |
20,596
+150
| +0.7% | +$10.4K | 2.11% | 15 |
|
|
2021
Q4 | $1.53M | Buy |
+20,446
| New | +$1.53M | 2.18% | 15 |
|