Fiducient 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 | $9.79M | Buy |
117,307
+55,932
| +91% | +$4.67M | 1.2% | 21 |
|
|
2025
Q1 | $4.64M | Sell |
61,375
-8,488
| -12% | -$642K | 0.58% | 26 |
|
|
2024
Q4 | $4.91M | Buy |
69,863
+3,590
| +5% | +$252K | 0.61% | 29 |
|
|
2024
Q3 | $5.17M | Buy |
66,273
+2,572
| +4% | +$201K | 0.6% | 31 |
|
|
2024
Q2 | $4.63M | Buy |
63,701
+56,183
| +747% | +$4.08M | 0.64% | 25 |
|
|
2024
Q1 | $558K | Hold |
7,518
| – | – | 0.11% | 80 |
|
|
2023
Q4 | $529K | Sell |
7,518
-248
| -3% | -$17.4K | 0.1% | 72 |
|
|
2023
Q3 | $500K | Buy |
+7,766
| New | +$500K | 0.03% | 68 |
|
|
2021
Q2 | – | Sell |
-10,861
| Closed | -$783K | – | 83 |
|
|
2021
Q1 | $783K | Buy |
+10,861
| New | +$783K | 0.25% | 34 |
|