Financial Engines 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 | $27M | Sell |
323,646
-46,140
| -12% | -$3.85M | 0.05% | 68 |
|
|
2025
Q1 | $28M | Sell |
369,786
-50,698
| -12% | -$3.84M | 0.06% | 62 |
|
|
2024
Q4 | $29.6M | Buy |
420,484
+10,331
| +3% | +$726K | 0.06% | 63 |
|
|
2024
Q3 | $32M | Buy |
410,153
+5,998
| +1% | +$468K | 0.07% | 58 |
|
|
2024
Q2 | $29.4M | Sell |
404,155
-10,305
| -2% | -$749K | 0.07% | 59 |
|
|
2024
Q1 | $30.8M | Sell |
414,460
-42,411
| -9% | -$3.15M | 0.07% | 54 |
|
|
2023
Q4 | $32.1M | Sell |
456,871
-30,881
| -6% | -$2.17M | 0.08% | 53 |
|
|
2023
Q3 | $31.4M | Sell |
487,752
-20,536
| -4% | -$1.32M | 0.08% | 54 |
|
|
2023
Q2 | $34.3M | Sell |
508,288
-22,637
| -4% | -$1.53M | 0.09% | 54 |
|
|
2023
Q1 | $35.5M | Sell |
530,925
-151,596
| -22% | -$10.1M | 0.09% | 54 |
|
|
2022
Q4 | $42.1M | Sell |
682,521
-19,398
| -3% | -$1.2M | 0.12% | 58 |
|
|
2022
Q3 | $37M | Buy |
701,919
+7,670
| +1% | +$404K | 0.12% | 53 |
|
|
2022
Q2 | $40.9M | Buy |
694,249
+49,014
| +8% | +$2.88M | 0.12% | 52 |
|
|
2022
Q1 | $44.9M | Buy |
645,235
+101,177
| +19% | +$7.03M | 0.12% | 52 |
|
|
2021
Q4 | $40.7M | Buy |
544,058
+52,186
| +11% | +$3.9M | 0.11% | 51 |
|
|
2021
Q3 | $36.5M | Buy |
491,872
+19,334
| +4% | +$1.44M | 0.11% | 52 |
|
|
2021
Q2 | $35.4M | Buy |
472,538
+61,795
| +15% | +$4.63M | 0.1% | 52 |
|
|
2021
Q1 | $29.6M | Buy |
410,743
+20,668
| +5% | +$1.49M | 0.09% | 52 |
|
|
2020
Q4 | $27M | Buy |
390,075
+24,436
| +7% | +$1.69M | 0.09% | 52 |
|
|
2020
Q3 | $22M | Buy |
365,639
+14,630
| +4% | +$882K | 0.09% | 53 |
|
|
2020
Q2 | $20.1M | Sell |
351,009
-150,873
| -30% | -$8.62M | 0.09% | 51 |
|
|
2020
Q1 | $25M | Buy |
501,882
+38,403
| +8% | +$1.92M | 0.13% | 43 |
|
|
2019
Q4 | $30.2M | Buy |
463,479
+33,221
| +8% | +$2.17M | 0.15% | 37 |
|
|
2019
Q3 | $26.3M | Buy |
430,258
+28,876
| +7% | +$1.76M | 0.14% | 36 |
|
|
2019
Q2 | $24.6M | Buy |
401,382
+58,507
| +17% | +$3.59M | 0.14% | 34 |
|
|
2019
Q1 | $20.8M | Buy |
342,875
+94,884
| +38% | +$5.77M | 0.11% | 34 |
|
|
2018
Q4 | $14.1M | Buy |
+247,991
| New | +$14.1M | 0.1% | 37 |
|
|
2018
Q2 | – | Sell |
-439
| Closed | -$29K | – | 145 |
|
|
2018
Q1 | $29K | Buy |
+439
| New | +$29K | ﹤0.01% | 74 |
|