Ethos Financial Group’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 | $656K | Sell |
7,863
-2,605
| -25% | -$217K | 0.06% | 225 |
|
|
2025
Q1 | $746K | Buy |
10,468
+1,985
| +23% | +$142K | 0.07% | 180 |
|
|
2024
Q4 | $596K | Sell |
8,483
-248
| -3% | -$17.4K | 0.08% | 142 |
|
|
2024
Q3 | $681K | Buy |
8,731
+203
| +2% | +$15.8K | 0.11% | 107 |
|
|
2024
Q2 | $619K | Buy |
8,528
+310
| +4% | +$22.5K | 0.11% | 111 |
|
|
2024
Q1 | $610K | Buy |
8,218
+2,758
| +51% | +$205K | 0.12% | 122 |
|
|
2023
Q4 | $384K | Buy |
5,460
+319
| +6% | +$22.4K | 0.08% | 165 |
|
|
2023
Q3 | $331K | Buy |
+5,141
| New | +$331K | 0.09% | 124 |
|