Financial Gravity Asset Management’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
Q1 | $408K | Buy |
+5,394
| New | +$408K | 0.09% | 108 |
|
|
2024
Q2 | $673K | Sell |
9,267
-16,016
| -63% | -$1.16M | 0.17% | 74 |
|
|
2024
Q1 | $1.82M | Sell |
25,283
-773,928
| -97% | -$55.7M | 0.24% | 65 |
|
|
2023
Q4 | $5.82M | Buy |
799,211
+14,908
| +2% | +$108K | 0.06% | 102 |
|
|
2023
Q3 | $4.77M | Buy |
784,303
+711,501
| +977% | +$4.32M | 0.05% | 114 |
|
|
2023
Q2 | $35.1K | Buy |
72,802
+5,021
| +7% | +$2.42K | 0.1% | 97 |
|
|
2023
Q1 | $4.53K | Buy |
67,781
+67,719
| +109,224% | +$4.52K | 0.14% | 169 |
|
|
2022
Q4 | $36.5K | Buy |
+62
| New | +$36.5K | 0.19% | 76 |
|
|
2020
Q2 | – | Sell |
-1,390
| Closed | -$55.2K | – | 419 |
|
|
2020
Q1 | $55.2K | Buy |
1,390
+80
| +6% | +$3.18K | 0.17% | 64 |
|
|
2019
Q4 | $84K | Buy |
1,310
+1,023
| +356% | +$65.6K | 0.06% | 398 |
|
|
2019
Q3 | $18K | Buy |
287
+284
| +9,467% | +$17.8K | 0.02% | 478 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1442 |
|
|
2019
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1429 |
|
|
2018
Q3 | $31K | Sell |
534
-1
| -0.2% | -$58 | 0.03% | 418 |
|
|
2018
Q2 | $34K | Buy |
535
+4
| +0.8% | +$254 | 0.03% | 401 |
|
|
2018
Q1 | $35K | Buy |
+531
| New | +$35K | 0.04% | 428 |
|