Evoke Wealth’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 | $1.45M | Buy |
17,399
+83
| +0.5% | +$6.93K | 0.03% | 189 |
|
|
2025
Q1 | $1.31M | Hold |
17,316
| – | – | 0.03% | 170 |
|
|
2024
Q4 | $1.22M | Buy |
17,316
+228
| +1% | +$16K | 0.03% | 174 |
|
|
2024
Q3 | $1.33M | Buy |
+17,088
| New | +$1.33M | 0.04% | 161 |
|
|
2024
Q2 | – | Sell |
-7,749
| Closed | -$575K | – | 228 |
|
|
2024
Q1 | $575K | Buy |
7,749
+4,398
| +131% | +$326K | 0.02% | 227 |
|
|
2023
Q4 | $236K | Sell |
3,351
-24,914
| -88% | -$1.75M | 0.38% | 63 |
|
|
2023
Q3 | $1.82M | Buy |
28,265
+20,516
| +265% | +$1.32M | 0.06% | 124 |
|
|
2023
Q2 | $523K | Sell |
7,749
-896
| -10% | -$60.5K | 0.02% | 212 |
|
|
2023
Q1 | $578K | Buy |
8,645
+600
| +7% | +$40.1K | 0.02% | 200 |
|
|
2022
Q4 | $496K | Hold |
8,045
| – | – | 0.02% | 214 |
|
|
2022
Q3 | $424K | Buy |
8,045
+719
| +10% | +$37.9K | 0.02% | 227 |
|
|
2022
Q2 | $431K | Buy |
7,326
+3,600
| +97% | +$212K | 0.02% | 234 |
|
|
2022
Q1 | $259K | Hold |
3,726
| – | – | 0.01% | 307 |
|
|
2021
Q4 | $279K | Hold |
3,726
| – | – | 0.01% | 316 |
|
|
2021
Q3 | $276K | Hold |
3,726
| – | – | 0.01% | 298 |
|
|
2021
Q2 | $279K | Buy |
3,726
+3,351
| +894% | +$251K | 0.01% | 303 |
|
|
2021
Q1 | $27K | Hold |
375
| – | – | ﹤0.01% | 535 |
|
|
2020
Q4 | $26K | Hold |
375
| – | – | ﹤0.01% | 462 |
|
|
2020
Q3 | $23K | Sell |
375
-968
| -72% | -$59.4K | ﹤0.01% | 455 |
|
|
2020
Q2 | $77K | Buy |
1,343
+505
| +60% | +$29K | 0.01% | 301 |
|
|
2020
Q1 | $41.8K | Buy |
+838
| New | +$41.8K | 0.01% | 359 |
|
|
2019
Q4 | – | Sell |
-918
| Closed | -$56.1K | – | 1328 |
|
|
2019
Q3 | $56.1K | Buy |
+918
| New | +$56.1K | 0.01% | 446 |
|