DHK 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 | $2.79M | Sell |
33,394
-111
| -0.3% | -$9.27K | 1.6% | 11 |
|
|
2025
Q1 | $2.53M | Buy |
+33,505
| New | +$2.53M | 1.39% | 15 |
|
|
2024
Q4 | – | Sell |
-2,669
| Closed | -$208K | – | 90 |
|
|
2024
Q3 | $208K | Buy |
+2,669
| New | +$208K | 0.13% | 82 |
|
|
2022
Q3 | – | Sell |
-141,281
| Closed | -$8.31M | – | 35 |
|
|
2022
Q2 | $8.31M | Buy |
141,281
+1,328
| +0.9% | +$78.1K | 7.95% | 4 |
|
|
2022
Q1 | $9.73M | Buy |
139,953
+19,880
| +17% | +$1.38M | 8.21% | 4 |
|
|
2021
Q4 | $8.98M | Buy |
+120,073
| New | +$8.98M | 8.45% | 4 |
|