Dean Jacobson Financial Services’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 | $26.3M | Sell |
314,601
-16,456
| -5% | -$1.37M | 20.31% | 3 |
|
|
2025
Q1 | $25M | Sell |
331,057
-786
| -0.2% | -$59.5K | 19.26% | 2 |
|
|
2024
Q4 | $23.3M | Buy |
331,843
+12,740
| +4% | +$895K | 17.81% | 3 |
|
|
2024
Q3 | $24.9M | Sell |
319,103
-2,299
| -0.7% | -$179K | 18.69% | 2 |
|
|
2024
Q2 | $23.3M | Buy |
321,402
+2,841
| +0.9% | +$206K | 18.84% | 2 |
|
|
2024
Q1 | $23.6M | Buy |
318,561
+1,489
| +0.5% | +$111K | 19.15% | 3 |
|
|
2023
Q4 | $22.3M | Sell |
317,072
-12,368
| -4% | -$870K | 19.04% | 3 |
|
|
2023
Q3 | $21.2M | Buy |
329,440
+4,734
| +1% | +$305K | 19.59% | 2 |
|
|
2023
Q2 | $21.9M | Sell |
324,706
-2,466
| -0.8% | -$166K | 19.84% | 3 |
|
|
2023
Q1 | $21.9M | Buy |
+327,172
| New | +$21.9M | 20.48% | 3 |
|
|
2022
Q1 | – | Sell |
-292,280
| Closed | -$21.8M | – | 7 |
|
|
2021
Q4 | $21.8M | Buy |
+292,280
| New | +$21.8M | 18.15% | 4 |
|