Destination Wealth Management’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 | $1.17M | Buy |
13,967
+1,139
| +9% | +$95.1K | 0.03% | 133 |
|
|
2025
Q1 | $970K | Buy |
12,828
+1,101
| +9% | +$83.3K | 0.03% | 132 |
|
|
2024
Q4 | $824K | Buy |
11,727
+282
| +2% | +$19.8K | 0.03% | 131 |
|
|
2024
Q3 | $893K | Buy |
11,445
+308
| +3% | +$24K | 0.03% | 128 |
|
|
2024
Q2 | $809K | Buy |
11,137
+2,367
| +27% | +$172K | 0.03% | 126 |
|
|
2024
Q1 | $651K | Sell |
8,770
-2,032
| -19% | -$151K | 0.02% | 136 |
|
|
2023
Q4 | $760K | Buy |
10,802
+5,899
| +120% | +$415K | 0.03% | 132 |
|
|
2023
Q3 | $316K | Sell |
4,903
-470
| -9% | -$30.2K | 0.01% | 161 |
|
|
2023
Q2 | $363K | Sell |
5,373
-2,066
| -28% | -$139K | 0.01% | 159 |
|
|
2023
Q1 | $497K | Buy |
7,439
+2,360
| +46% | +$158K | 0.02% | 147 |
|
|
2022
Q4 | $313K | Buy |
5,079
+843
| +20% | +$52K | 0.01% | 168 |
|
|
2022
Q3 | $223K | Buy |
+4,236
| New | +$223K | 0.01% | 178 |
|
|
2022
Q1 | – | Sell |
-2,701
| Closed | -$202K | – | 198 |
|
|
2021
Q4 | $202K | Buy |
+2,701
| New | +$202K | 0.01% | 198 |
|
|
2019
Q3 | – | Sell |
-434
| Closed | -$27K | – | 295 |
|
|
2019
Q2 | $27K | Buy |
434
+270
| +165% | +$16.8K | ﹤0.01% | 354 |
|
|
2019
Q1 | $10K | Sell |
164
-1,392
| -89% | -$84.9K | ﹤0.01% | 475 |
|
|
2018
Q4 | $86K | Buy |
1,556
+1,238
| +389% | +$68.4K | 0.01% | 195 |
|
|
2018
Q3 | $20K | Buy |
318
+106
| +50% | +$6.67K | ﹤0.01% | 398 |
|
|
2018
Q2 | $13K | Buy |
212
+153
| +259% | +$9.38K | ﹤0.01% | 377 |
|
|
2018
Q1 | $4K | Buy |
+59
| New | +$4K | ﹤0.01% | 467 |
|