Emerald Advisors’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 | $7.95M | Sell |
95,240
-4,941
| -5% | -$412K | 1.02% | 6 |
|
|
2025
Q1 | $7.58M | Buy |
100,181
+4,770
| +5% | +$361K | 1.01% | 5 |
|
|
2024
Q4 | $6.71M | Buy |
95,411
+4,679
| +5% | +$329K | 0.92% | 6 |
|
|
2024
Q3 | $6.93M | Buy |
90,732
+3,972
| +5% | +$303K | 1% | 5 |
|
|
2024
Q2 | $6.3M | Buy |
86,760
+4,444
| +5% | +$323K | 0.96% | 5 |
|
|
2024
Q1 | $6.11M | Buy |
82,316
+6,414
| +8% | +$476K | 1.09% | 5 |
|
|
2023
Q4 | $5.34M | Buy |
75,902
+3,213
| +4% | +$226K | 1.02% | 7 |
|
|
2023
Q3 | $4.68M | Buy |
72,689
+2,745
| +4% | +$177K | 1.09% | 7 |
|
|
2023
Q2 | $4.72M | Buy |
69,944
+4,693
| +7% | +$317K | 1.13% | 7 |
|
|
2023
Q1 | $4.36M | Sell |
65,251
-169
| -0.3% | -$11.3K | 1.12% | 7 |
|
|
2022
Q4 | $4.03M | Sell |
65,420
-4,419
| -6% | -$272K | 1.12% | 6 |
|
|
2022
Q3 | $3.68M | Buy |
69,839
+3,456
| +5% | +$182K | 1.07% | 5 |
|
|
2022
Q2 | $3.91M | Buy |
66,383
+17,979
| +37% | +$1.06M | 1.09% | 5 |
|
|
2022
Q1 | $3.37M | Buy |
48,404
+1,402
| +3% | +$97.5K | 0.79% | 10 |
|
|
2021
Q4 | $3.51M | Buy |
47,002
+2,395
| +5% | +$179K | 0.85% | 8 |
|
|
2021
Q3 | $3.31M | Buy |
44,607
+3,032
| +7% | +$225K | 0.94% | 8 |
|
|
2021
Q2 | $3.11M | Buy |
41,575
+5,358
| +15% | +$401K | 0.97% | 8 |
|
|
2021
Q1 | $2.61M | Buy |
36,217
+2,537
| +8% | +$183K | 0.94% | 9 |
|
|
2020
Q4 | $2.33M | Buy |
+33,680
| New | +$2.33M | 0.8% | 12 |
|
|
2020
Q1 | – | Sell |
-9,083
| Closed | -$580K | – | 86 |
|
|
2019
Q4 | $580K | Buy |
+9,083
| New | +$580K | 0.55% | 28 |
|