Disciplined Investments’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 | $2.08M | Sell |
24,974
-537
| -2% | -$44.8K | 0.88% | 35 |
|
|
2025
Q1 | $1.93M | Buy |
25,511
+454
| +2% | +$34.3K | 0.89% | 38 |
|
|
2024
Q4 | $1.76M | Buy |
25,057
+2,923
| +13% | +$205K | 0.87% | 36 |
|
|
2024
Q3 | $1.73M | Buy |
22,134
+3,041
| +16% | +$237K | 0.85% | 36 |
|
|
2024
Q2 | $1.39M | Sell |
19,093
-164
| -0.9% | -$11.9K | 0.74% | 44 |
|
|
2024
Q1 | $1.43M | Buy |
19,257
+1,915
| +11% | +$142K | 0.78% | 40 |
|
|
2023
Q4 | $1.22M | Buy |
17,342
+760
| +5% | +$53.5K | 0.71% | 43 |
|
|
2023
Q3 | $1.07M | Buy |
16,582
+461
| +3% | +$29.7K | 0.65% | 50 |
|
|
2023
Q2 | $1.09M | Sell |
16,121
-363
| -2% | -$24.5K | 0.58% | 50 |
|
|
2023
Q1 | $1.1M | Hold |
16,484
| – | – | 0.46% | 61 |
|
|
2022
Q4 | $1.02M | Buy |
16,484
+1,347
| +9% | +$83K | 0.5% | 57 |
|
|
2022
Q3 | $797K | Sell |
15,137
-275
| -2% | -$14.5K | 0.37% | 69 |
|
|
2022
Q2 | $907K | Buy |
15,412
+1,264
| +9% | +$74.4K | 0.41% | 62 |
|
|
2022
Q1 | $983K | Buy |
14,148
+12,094
| +589% | +$840K | 0.41% | 61 |
|
|
2021
Q4 | $153K | Buy |
2,054
+551
| +37% | +$41K | 0.07% | 124 |
|
|
2021
Q3 | $112K | Buy |
1,503
+853
| +131% | +$63.6K | 0.05% | 137 |
|
|
2021
Q2 | $49K | Buy |
650
+623
| +2,307% | +$47K | 0.03% | 198 |
|
|
2021
Q1 | $2K | Sell |
27
-42
| -61% | -$3.11K | ﹤0.01% | 333 |
|
|
2020
Q4 | $5K | Sell |
69
-17
| -20% | -$1.23K | ﹤0.01% | 253 |
|
|
2020
Q3 | $5K | Sell |
86
-49
| -36% | -$2.85K | ﹤0.01% | 296 |
|
|
2020
Q2 | $8K | Hold |
135
| – | – | 0.01% | 284 |
|
|
2020
Q1 | $7K | Sell |
135
-100
| -43% | -$5.19K | 0.01% | 295 |
|
|
2019
Q4 | $15K | Buy |
+235
| New | +$15K | 0.01% | 263 |
|