EWM
Empirical Wealth Management’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 | $3.43M | Buy |
41,062
+14,783
| +56% | +$1.23M | 0.08% | 161 |
|
|
2025
Q1 | $1.99M | Buy |
26,279
+6,949
| +36% | +$526K | 0.05% | 209 |
|
|
2024
Q4 | $1.36M | Buy |
19,330
+940
| +5% | +$66.1K | 0.04% | 243 |
|
|
2024
Q3 | $1.44M | Sell |
18,390
-9,492
| -34% | -$741K | 0.04% | 222 |
|
|
2024
Q2 | $2.03M | Buy |
27,882
+6,999
| +34% | +$508K | 0.06% | 178 |
|
|
2024
Q1 | $1.55M | Buy |
20,883
+9,656
| +86% | +$717K | 0.05% | 206 |
|
|
2023
Q4 | $790K | Buy |
11,227
+2,391
| +27% | +$168K | 0.03% | 260 |
|
|
2023
Q3 | $569K | Buy |
8,836
+1,249
| +16% | +$80.4K | 0.02% | 288 |
|
|
2023
Q2 | $512K | Sell |
7,587
-213
| -3% | -$14.4K | 0.02% | 301 |
|
|
2023
Q1 | $521K | Sell |
7,800
-35
| -0.4% | -$2.34K | 0.02% | 317 |
|
|
2022
Q4 | $483K | Sell |
7,835
-4,982
| -39% | -$307K | 0.02% | 313 |
|
|
2022
Q3 | $675K | Sell |
12,817
-6,639
| -34% | -$350K | 0.04% | 251 |
|
|
2022
Q2 | $1.15M | Sell |
19,456
-850
| -4% | -$50K | 0.06% | 183 |
|
|
2022
Q1 | $1.41M | Buy |
20,306
+6,580
| +48% | +$457K | 0.07% | 174 |
|
|
2021
Q4 | $1.03M | Buy |
13,726
+1,500
| +12% | +$112K | 0.05% | 213 |
|
|
2021
Q3 | $908K | Sell |
12,226
-1,705
| -12% | -$127K | 0.05% | 210 |
|
|
2021
Q2 | $1.04M | Buy |
13,931
+1,154
| +9% | +$86.4K | 0.06% | 182 |
|
|
2021
Q1 | $921K | Buy |
12,777
+3,582
| +39% | +$258K | 0.07% | 165 |
|
|
2020
Q4 | $635K | Buy |
9,195
+3,030
| +49% | +$209K | 0.05% | 213 |
|
|
2020
Q3 | $372K | Buy |
6,165
+13
| +0.2% | +$784 | 0.03% | 252 |
|
|
2020
Q2 | $352K | Sell |
6,152
-2,225
| -27% | -$127K | 0.03% | 257 |
|
|
2020
Q1 | $418K | Sell |
8,377
-2,265
| -21% | -$113K | 0.05% | 207 |
|
|
2019
Q4 | $694K | Buy |
10,642
+2,397
| +29% | +$156K | 0.08% | 148 |
|
|
2019
Q3 | $504K | Sell |
8,245
-1,301
| -14% | -$79.5K | 0.06% | 171 |
|
|
2019
Q2 | $586K | Sell |
9,546
-606
| -6% | -$37.2K | 0.08% | 139 |
|
|
2019
Q1 | $617K | Hold |
10,152
| – | – | 0.09% | 123 |
|
|
2018
Q4 | $558K | Sell |
10,152
-215
| -2% | -$11.8K | 0.09% | 113 |
|
|
2018
Q3 | $664K | Sell |
10,367
-190
| -2% | -$12.2K | 0.12% | 101 |
|
|
2018
Q2 | $669K | Sell |
10,557
-2,934
| -22% | -$186K | 0.13% | 89 |
|
|
2018
Q1 | $889K | Buy |
13,491
+2,707
| +25% | +$178K | 0.18% | 68 |
|
|
2017
Q4 | $713K | Buy |
10,784
+282
| +3% | +$18.6K | 0.15% | 69 |
|
|
2017
Q3 | $674K | Sell |
10,502
-100
| -0.9% | -$6.42K | 0.16% | 72 |
|
|
2017
Q2 | $646K | Sell |
10,602
-1,926
| -15% | -$117K | 0.16% | 72 |
|
|
2017
Q1 | $726K | Sell |
12,528
-350
| -3% | -$20.3K | 0.18% | 61 |
|
|
2016
Q4 | $691K | Buy |
12,878
+6
| +0% | +$322 | 0.17% | 61 |
|
|
2016
Q3 | $710K | Sell |
12,872
-658
| -5% | -$36.3K | 0.19% | 56 |
|
|
2016
Q2 | $702K | Sell |
13,530
-24,421
| -64% | -$1.27M | 0.18% | 60 |
|
|
2016
Q1 | $2.02M | Buy |
37,951
+6,261
| +20% | +$333K | 0.49% | 24 |
|
|
2015
Q4 | $1.72M | Sell |
31,690
-1,357
| -4% | -$73.8K | 0.42% | 27 |
|
|
2015
Q3 | $1.75M | Buy |
33,047
+6,849
| +26% | +$362K | 0.41% | 34 |
|
|
2015
Q2 | $1.53M | Hold |
26,198
| – | – | 0.35% | 36 |
|
|
2015
Q1 | $1.53M | Sell |
26,198
-432
| -2% | -$25.3K | 0.37% | 36 |
|
|
2014
Q4 | $1.47M | Buy |
+26,630
| New | +$1.47M | 0.36% | 38 |
|