Fi3 Financial Advisors’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 | $3.84M | Sell |
46,020
-4,488
| -9% | -$375K | 1.39% | 15 |
|
|
2025
Q1 | $3.82M | Sell |
50,508
-7,868
| -13% | -$595K | 1.55% | 12 |
|
|
2024
Q4 | $4.1M | Buy |
58,376
+23,938
| +70% | +$1.68M | 1.54% | 16 |
|
|
2024
Q3 | $2.69M | Sell |
34,438
-901
| -3% | -$70.3K | 1.07% | 16 |
|
|
2024
Q2 | $2.57M | Sell |
35,339
-316
| -0.9% | -$23K | 1.13% | 16 |
|
|
2024
Q1 | $2.62M | Sell |
35,655
-7,640
| -18% | -$561K | 1.2% | 15 |
|
|
2023
Q4 | $3.05M | Buy |
43,295
+11,399
| +36% | +$802K | 1.45% | 14 |
|
|
2023
Q3 | $2.05M | Buy |
31,896
+802
| +3% | +$51.6K | 1.1% | 14 |
|
|
2023
Q2 | $2.1M | Sell |
31,094
-34,143
| -52% | -$2.3M | 1.1% | 14 |
|
|
2023
Q1 | $4.36M | Sell |
65,237
-552
| -0.8% | -$36.9K | 2.33% | 11 |
|
|
2022
Q4 | $4.06M | Buy |
+65,789
| New | +$4.06M | 2.32% | 12 |
|