Eley Financial Management’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 | $4.28M | Buy |
51,319
+1,306
| +3% | +$109K | 1.64% | 22 |
|
|
2025
Q1 | $3.79M | Buy |
50,013
+589
| +1% | +$44.7K | 1.52% | 27 |
|
|
2024
Q4 | $3.47M | Buy |
49,424
+116
| +0.2% | +$8.15K | 1.35% | 27 |
|
|
2024
Q3 | $3.85M | Sell |
49,308
-734
| -1% | -$57.3K | 1.55% | 24 |
|
|
2024
Q2 | $3.64M | Sell |
50,042
-129
| -0.3% | -$9.37K | 1.54% | 24 |
|
|
2024
Q1 | $3.72M | Sell |
50,171
-235
| -0.5% | -$17.4K | 1.6% | 25 |
|
|
2023
Q4 | $3.55M | Buy |
50,406
+978
| +2% | +$68.8K | 1.66% | 22 |
|
|
2023
Q3 | $3.19M | Buy |
49,428
+112
| +0.2% | +$7.23K | 1.63% | 21 |
|
|
2023
Q2 | $3.33M | Buy |
49,316
+956
| +2% | +$64.5K | 1.62% | 18 |
|
|
2023
Q1 | $3.23M | Sell |
48,360
-266
| -0.5% | -$17.8K | 1.67% | 18 |
|
|
2022
Q4 | $3M | Buy |
+48,626
| New | +$3M | 1.61% | 20 |
|