Fiduciary Alliance’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 | $2.32M | Buy |
27,788
+20,587
| +286% | +$1.72M | 0.17% | 127 |
|
|
2025
Q1 | $545K | Buy |
7,201
+3,445
| +92% | +$261K | 0.05% | 240 |
|
|
2024
Q4 | $264K | Buy |
3,756
+373
| +11% | +$26.2K | 0.03% | 305 |
|
|
2024
Q3 | $264K | Sell |
3,383
-232
| -6% | -$18.1K | 0.04% | 212 |
|
|
2024
Q2 | $264K | Sell |
3,615
-32
| -0.9% | -$2.33K | 0.04% | 178 |
|
|
2024
Q1 | $269K | Sell |
3,647
-318
| -8% | -$23.5K | 0.05% | 161 |
|
|
2023
Q4 | $279K | Sell |
3,965
-78
| -2% | -$5.49K | 0.05% | 151 |
|
|
2023
Q3 | $260K | Sell |
4,043
-321
| -7% | -$20.7K | 0.06% | 147 |
|
|
2023
Q2 | $295K | Buy |
4,364
+1,168
| +37% | +$78.8K | 0.06% | 132 |
|
|
2023
Q1 | $214K | Hold |
3,196
| – | – | 0.05% | 126 |
|
|
2022
Q4 | $197K | Buy |
+3,196
| New | +$197K | 0.05% | 127 |
|