Evensky & Katz’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 | $960K | Sell |
11,494
-139
| -1% | -$11.6K | 0.06% | 51 |
|
|
2025
Q1 | $880K | Sell |
11,633
-568
| -5% | -$43K | 0.06% | 53 |
|
|
2024
Q4 | $857K | Sell |
12,201
-700
| -5% | -$49.2K | 0.06% | 54 |
|
|
2024
Q3 | $1.01M | Sell |
12,901
-1,000
| -7% | -$78.1K | 0.07% | 53 |
|
|
2024
Q2 | $1.01M | Sell |
13,901
-139
| -1% | -$10.1K | 0.07% | 52 |
|
|
2024
Q1 | $1.04M | Sell |
14,040
-193
| -1% | -$14.3K | 0.07% | 51 |
|
|
2023
Q4 | $1M | Sell |
14,233
-128
| -0.9% | -$9K | 0.08% | 53 |
|
|
2023
Q3 | $924K | Hold |
14,361
| – | – | 0.08% | 49 |
|
|
2023
Q2 | $969K | Buy |
14,361
+279
| +2% | +$18.8K | 0.07% | 53 |
|
|
2023
Q1 | $941K | Sell |
14,082
-705
| -5% | -$47.1K | 0.08% | 52 |
|
|
2022
Q4 | $911K | Sell |
14,787
-995
| -6% | -$61.3K | 0.08% | 54 |
|
|
2022
Q3 | $831K | Sell |
15,782
-745
| -5% | -$39.2K | 0.1% | 50 |
|
|
2022
Q2 | $973K | Buy |
16,527
+78
| +0.5% | +$4.59K | 0.11% | 48 |
|
|
2022
Q1 | $1.14M | Buy |
16,449
+1,786
| +12% | +$124K | 0.11% | 43 |
|
|
2021
Q4 | $1.09M | Buy |
14,663
+220
| +2% | +$16.4K | 0.11% | 46 |
|
|
2021
Q3 | $1.07M | Sell |
14,443
-72
| -0.5% | -$5.34K | 0.11% | 40 |
|
|
2021
Q2 | $1.09M | Sell |
14,515
-52
| -0.4% | -$3.89K | 0.11% | 40 |
|
|
2021
Q1 | $1.05M | Sell |
14,567
-438
| -3% | -$31.6K | 0.12% | 42 |
|
|
2020
Q4 | $1.04M | Sell |
15,005
-288
| -2% | -$19.9K | 0.13% | 39 |
|
|
2020
Q3 | $922K | Sell |
15,293
-91
| -0.6% | -$5.49K | 0.13% | 42 |
|
|
2020
Q2 | $879K | Buy |
15,384
+7,896
| +105% | +$451K | 0.13% | 43 |
|
|
2020
Q1 | $374K | Buy |
7,488
+4,706
| +169% | +$235K | 0.06% | 59 |
|
|
2019
Q4 | $181K | Sell |
2,782
-32,591
| -92% | -$2.12M | 0.03% | 65 |
|
|
2019
Q3 | $2.16M | Buy |
35,373
+1,095
| +3% | +$66.9K | 0.29% | 36 |
|
|
2019
Q2 | $2.11M | Sell |
34,278
-528
| -2% | -$32.4K | 0.29% | 33 |
|
|
2019
Q1 | $2.12M | Buy |
+34,806
| New | +$2.12M | 0.3% | 34 |
|