Detalus 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 | $254K | Buy |
3,042
+15
| +0.5% | +$1.25K | 0.07% | 138 |
|
|
2025
Q1 | $229K | Sell |
3,027
-57
| -2% | -$4.31K | 0.07% | 142 |
|
|
2024
Q4 | $217K | Sell |
3,084
-124
| -4% | -$8.72K | 0.07% | 138 |
|
|
2024
Q3 | $250K | Sell |
3,208
-17
| -0.5% | -$1.33K | 0.08% | 134 |
|
|
2024
Q2 | $234K | Buy |
3,225
+42
| +1% | +$3.05K | 0.08% | 129 |
|
|
2024
Q1 | $236K | Sell |
3,183
-283
| -8% | -$21K | 0.08% | 129 |
|
|
2023
Q4 | $244K | Sell |
3,466
-135
| -4% | -$9.5K | 0.1% | 124 |
|
|
2023
Q3 | $232K | Buy |
3,601
+73
| +2% | +$4.7K | 0.11% | 116 |
|
|
2023
Q2 | $238K | Sell |
3,528
-64
| -2% | -$4.32K | 0.11% | 124 |
|
|
2023
Q1 | $240K | Buy |
+3,592
| New | +$240K | 0.11% | 119 |
|