EA
Efficient 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 | $376K | Sell |
4,499
-439
| -9% | -$36.6K | 0.02% | 87 |
|
|
2025
Q1 | $374K | Sell |
4,938
-663
| -12% | -$50.2K | 0.02% | 55 |
|
|
2024
Q4 | $394K | Buy |
5,601
+290
| +5% | +$20.4K | 0.03% | 58 |
|
|
2024
Q3 | $415K | Sell |
5,311
-58
| -1% | -$4.53K | 0.03% | 58 |
|
|
2024
Q2 | $390K | Sell |
5,369
-1,142
| -18% | -$83K | 0.03% | 60 |
|
|
2024
Q1 | $483K | Sell |
6,511
-238
| -4% | -$17.7K | 0.03% | 54 |
|
|
2023
Q4 | $475K | Buy |
6,749
+48
| +0.7% | +$3.38K | 0.03% | 55 |
|
|
2023
Q3 | $431K | Buy |
6,701
+187
| +3% | +$12K | 0.03% | 58 |
|
|
2023
Q2 | $440K | Sell |
6,514
-461
| -7% | -$31.1K | 0.03% | 60 |
|
|
2023
Q1 | $466K | Sell |
6,975
-81
| -1% | -$5.42K | 0.03% | 57 |
|
|
2022
Q4 | $435K | Sell |
7,056
-992
| -12% | -$61.1K | 0.04% | 54 |
|
|
2022
Q3 | $424K | Buy |
8,048
+496
| +7% | +$26.1K | 0.04% | 53 |
|
|
2022
Q2 | $444K | Sell |
7,552
-358
| -5% | -$21K | 0.04% | 50 |
|
|
2022
Q1 | $550K | Buy |
7,910
+33
| +0.4% | +$2.3K | 0.04% | 47 |
|
|
2021
Q4 | $588K | Buy |
7,877
+89
| +1% | +$6.64K | 0.04% | 49 |
|
|
2021
Q3 | $578K | Sell |
7,788
-993
| -11% | -$73.7K | 0.06% | 49 |
|
|
2021
Q2 | $657K | Sell |
8,781
-281
| -3% | -$21K | 0.08% | 48 |
|
|
2021
Q1 | $653K | Sell |
9,062
-918
| -9% | -$66.2K | 0.09% | 47 |
|
|
2020
Q4 | $690K | Sell |
9,980
-1,070
| -10% | -$74K | 0.11% | 54 |
|
|
2020
Q3 | $666K | Sell |
11,050
-93
| -0.8% | -$5.61K | 0.12% | 40 |
|
|
2020
Q2 | $637K | Buy |
11,143
+88
| +0.8% | +$5.03K | 0.12% | 41 |
|
|
2020
Q1 | $552K | Sell |
11,055
-586
| -5% | -$29.3K | 0.12% | 43 |
|
|
2019
Q4 | $759K | Sell |
11,641
-129
| -1% | -$8.41K | 0.13% | 42 |
|
|
2019
Q3 | $719K | Sell |
11,770
-574
| -5% | -$35.1K | 0.13% | 42 |
|
|
2019
Q2 | $758K | Buy |
12,344
+381
| +3% | +$23.4K | 0.13% | 42 |
|
|
2019
Q1 | $727K | Sell |
11,963
-890
| -7% | -$54.1K | 0.13% | 40 |
|
|
2018
Q4 | $707K | Sell |
12,853
-186
| -1% | -$10.2K | 0.13% | 40 |
|
|
2018
Q3 | $836K | Buy |
13,039
+37
| +0.3% | +$2.37K | 0.14% | 37 |
|
|
2018
Q2 | $824K | Sell |
13,002
-291
| -2% | -$18.4K | 0.14% | 38 |
|
|
2018
Q1 | $876K | Sell |
13,293
-244
| -2% | -$16.1K | 0.15% | 37 |
|
|
2017
Q4 | $895K | Buy |
13,537
+1,196
| +10% | +$79.1K | 0.15% | 38 |
|
|
2017
Q3 | $792K | Sell |
12,341
-95,371
| -89% | -$6.12M | 0.14% | 38 |
|
|
2017
Q2 | $6.56M | Buy |
107,712
+3,941
| +4% | +$240K | 0.97% | 23 |
|
|
2017
Q1 | $6.01M | Buy |
103,771
+3,293
| +3% | +$191K | 0.84% | 24 |
|
|
2016
Q4 | $5.39M | Buy |
100,478
+5,524
| +6% | +$296K | 0.77% | 25 |
|
|
2016
Q3 | $5.24M | Buy |
+94,954
| New | +$5.24M | 0.77% | 24 |
|