DSA
Droms Strauss Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
21,012
+2,970
| +16% | +$248K | 0.54% | 31 |
|
|
2025
Q1 | $1.36M | Sell |
18,042
-1,786
| -9% | -$135K | 0.47% | 30 |
|
|
2024
Q4 | $1.39M | Sell |
19,828
-602
| -3% | -$42.3K | 0.45% | 31 |
|
|
2024
Q3 | $1.59M | Buy |
20,430
+1,139
| +6% | +$88.9K | 0.56% | 26 |
|
|
2024
Q2 | $1.4M | Buy |
19,291
+1,286
| +7% | +$93.4K | 0.51% | 27 |
|
|
2024
Q1 | $1.34M | Sell |
18,005
-320
| -2% | -$23.7K | 0.49% | 28 |
|
|
2023
Q4 | $1.29M | Buy |
18,325
+171
| +0.9% | +$12K | 0.5% | 35 |
|
|
2023
Q3 | $1.17M | Buy |
18,154
+452
| +3% | +$29.1K | 0.5% | 30 |
|
|
2023
Q2 | $1.18M | Buy |
17,702
+412
| +2% | +$27.5K | 0.49% | 30 |
|
|
2023
Q1 | $1.16M | Buy |
17,290
+497
| +3% | +$33.2K | 0.52% | 28 |
|
|
2022
Q4 | $1.03M | Buy |
16,793
+5,159
| +44% | +$317K | 0.47% | 32 |
|
|
2022
Q3 | $613K | Sell |
11,634
-580
| -5% | -$30.6K | 0.3% | 38 |
|
|
2022
Q2 | $719K | Sell |
12,214
-260
| -2% | -$15.3K | 0.36% | 31 |
|
|
2022
Q1 | $885K | Sell |
12,474
-3,237
| -21% | -$230K | 0.44% | 20 |
|
|
2021
Q4 | $1.17M | Buy |
15,711
+2,331
| +17% | +$174K | 0.52% | 20 |
|
|
2021
Q3 | $998K | Buy |
13,380
+2,241
| +20% | +$167K | 0.48% | 22 |
|
|
2021
Q2 | $842K | Buy |
11,139
+1,019
| +10% | +$77K | 0.4% | 24 |
|
|
2021
Q1 | $733K | Sell |
10,120
-290
| -3% | -$21K | 0.36% | 25 |
|
|
2020
Q4 | $712K | Buy |
10,410
+823
| +9% | +$56.3K | 0.41% | 20 |
|
|
2020
Q3 | $578K | Buy |
9,587
+2,136
| +29% | +$129K | 0.34% | 27 |
|
|
2020
Q2 | $424K | Buy |
+7,451
| New | +$424K | 0.29% | 26 |
|