Deane Retirement Strategies’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 | $11.1M | Buy |
133,497
+2,241
| +2% | +$187K | 4.99% | 6 |
|
|
2025
Q1 | $9.93M | Buy |
+131,256
| New | +$9.93M | 4.73% | 8 |
|
|
2024
Q1 | – | Sell |
-192,215
| Closed | -$13.5M | – | 82 |
|
|
2023
Q4 | $13.5M | Buy |
192,215
+170
| +0.1% | +$12K | 7.38% | 3 |
|
|
2023
Q3 | $12.4M | Buy |
192,045
+413
| +0.2% | +$26.6K | 6.9% | 4 |
|
|
2023
Q2 | $12.9M | Buy |
191,632
+107,161
| +127% | +$7.23M | 7.09% | 4 |
|
|
2023
Q1 | $5.65M | Buy |
+84,471
| New | +$5.65M | 3.11% | 7 |
|