ETF Portfolio Partners’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 | $2M | Hold |
23,980
| – | – | 0.55% | 26 |
|
2025
Q1 | $1.81M | Hold |
23,980
| – | – | 0.55% | 25 |
|
2024
Q4 | $1.69M | Sell |
23,980
-728
| -3% | -$51.2K | 0.51% | 23 |
|
2024
Q3 | $1.93M | Hold |
24,708
| – | – | 0.57% | 21 |
|
2024
Q2 | $1.79M | Sell |
24,708
-5,578
| -18% | -$405K | 0.56% | 22 |
|
2024
Q1 | $2.25M | Buy |
30,286
+118
| +0.4% | +$8.76K | 0.71% | 19 |
|
2023
Q4 | $2.12M | Sell |
30,168
-38
| -0.1% | -$2.67K | 0.71% | 17 |
|
2023
Q3 | $1.94M | Buy |
30,206
+1,279
| +4% | +$82.3K | 0.72% | 17 |
|
2023
Q2 | $1.95M | Buy |
28,927
+5,087
| +21% | +$343K | 0.7% | 18 |
|
2023
Q1 | $1.59M | Buy |
23,840
+311
| +1% | +$20.8K | 0.6% | 21 |
|
2022
Q4 | $1.45M | Buy |
23,529
+610
| +3% | +$37.6K | 0.61% | 22 |
|
2022
Q3 | $1.21M | Buy |
22,919
+1,636
| +8% | +$86.2K | 0.53% | 24 |
|
2022
Q2 | $1.25M | Buy |
21,283
+6,557
| +45% | +$386K | 0.54% | 24 |
|
2022
Q1 | $1.02M | Buy |
14,726
+591
| +4% | +$41.1K | 0.39% | 23 |
|
2021
Q4 | $1.06M | Buy |
14,135
+207
| +1% | +$15.5K | 0.4% | 22 |
|
2021
Q3 | $1.03M | Buy |
13,928
+13
| +0.1% | +$965 | 0.41% | 22 |
|
2021
Q2 | $1.04M | Sell |
13,915
-6,922
| -33% | -$518K | 0.42% | 23 |
|
2021
Q1 | $1.5M | Sell |
20,837
-193
| -0.9% | -$13.9K | 0.66% | 19 |
|
2020
Q4 | $1.45M | Buy |
21,030
+294
| +1% | +$20.3K | 0.67% | 19 |
|
2020
Q3 | $1.25M | Buy |
20,736
+1,171
| +6% | +$70.6K | 0.65% | 19 |
|
2020
Q2 | $1.12M | Sell |
19,565
-466
| -2% | -$26.6K | 0.61% | 19 |
|
2020
Q1 | $999K | Sell |
20,031
-261
| -1% | -$13K | 0.64% | 19 |
|
2019
Q4 | $1.32M | Sell |
20,292
-163
| -0.8% | -$10.6K | 0.7% | 19 |
|
2019
Q3 | $1.25M | Sell |
20,455
-445
| -2% | -$27.2K | 0.72% | 19 |
|
2019
Q2 | $1.28M | Sell |
20,900
-116
| -0.6% | -$7.12K | 0.68% | 19 |
|
2019
Q1 | $1.28M | Sell |
21,016
-7,999
| -28% | -$486K | 0.77% | 19 |
|
2018
Q4 | $1.6M | Buy |
29,015
+6,367
| +28% | +$350K | 1.07% | 15 |
|
2018
Q3 | $1.45M | Buy |
22,648
+343
| +2% | +$22K | 0.88% | 15 |
|
2018
Q2 | $1.41M | Sell |
22,305
-90
| -0.4% | -$5.7K | 0.91% | 15 |
|
2018
Q1 | $1.48M | Buy |
22,395
+2
| +0% | +$132 | 0.98% | 15 |
|
2017
Q4 | $1.48M | Sell |
22,393
-10
| -0% | -$661 | 0.99% | 14 |
|
2017
Q3 | $1.44M | Buy |
22,403
+2,139
| +11% | +$137K | 1.02% | 14 |
|
2017
Q2 | $1.23M | Buy |
20,264
+632
| +3% | +$38.5K | 0.89% | 15 |
|
2017
Q1 | $1.14M | Sell |
19,632
-727
| -4% | -$42.1K | 0.84% | 16 |
|
2016
Q4 | $1.09M | Sell |
20,359
-14,520
| -42% | -$779K | 0.86% | 15 |
|
2016
Q3 | $1.92M | Buy |
34,879
+3,461
| +11% | +$191K | 1.53% | 15 |
|
2016
Q2 | $1.63M | Sell |
31,418
-18,014
| -36% | -$935K | 1.43% | 15 |
|
2016
Q1 | $2.63M | Sell |
49,432
-1,385
| -3% | -$73.6K | 2.25% | 14 |
|
2015
Q4 | $2.76M | Buy |
+50,817
| New | +$2.76M | 2.44% | 14 |
|