DHJJ Financial 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 | $84.9K | Buy |
1,017
+437
| +75% | +$36.5K | 0.03% | 274 |
|
|
2025
Q1 | $43.9K | Hold |
580
| – | – | 0.02% | 329 |
|
|
2024
Q4 | $40.8K | Sell |
580
-20
| -3% | -$1.41K | 0.02% | 334 |
|
|
2024
Q3 | $46.8K | Hold |
600
| – | – | 0.02% | 313 |
|
|
2024
Q2 | $43.6K | Hold |
600
| – | – | 0.02% | 292 |
|
|
2024
Q1 | $44.5K | Hold |
600
| – | – | 0.02% | 272 |
|
|
2023
Q4 | $42.2K | Hold |
600
| – | – | 0.02% | 267 |
|
|
2023
Q3 | $38.6K | Buy |
+600
| New | +$38.6K | 0.02% | 273 |
|