Econ Financial Services’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 | $5.59M | Sell |
66,958
-31,517
| -32% | -$2.63M | 2.88% | 8 |
|
|
2025
Q1 | $7.45M | Sell |
98,475
-24,479
| -20% | -$1.85M | 3.97% | 6 |
|
|
2024
Q4 | $8.64M | Buy |
122,954
+83,496
| +212% | +$5.87M | 4.96% | 4 |
|
|
2024
Q3 | $3.08M | Sell |
39,458
-72,554
| -65% | -$5.66M | 1.72% | 12 |
|
|
2024
Q2 | $8.14M | Buy |
112,012
+17,129
| +18% | +$1.24M | 5.04% | 2 |
|
|
2024
Q1 | $7.04M | Sell |
94,883
-47,697
| -33% | -$3.54M | 4.37% | 4 |
|
|
2023
Q4 | $10M | Sell |
142,580
-19,357
| -12% | -$1.36M | 7.06% | 1 |
|
|
2023
Q3 | $10.4M | Buy |
161,937
+120,442
| +290% | +$7.75M | 7.6% | 1 |
|
|
2023
Q2 | $2.8M | Buy |
41,495
+14,905
| +56% | +$1.01M | 1.98% | 13 |
|
|
2023
Q1 | $1.78M | Buy |
+26,590
| New | +$1.78M | 1.35% | 30 |
|