Financial Life Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Financial Life Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$325K	Sell	3,899 -727	-16%	-$60.7K	0.11%	42
2025 Q1	$350K	Sell	4,626 -585	-11%	-$44.3K	0.13%	40
2024 Q4	$366K	Sell	5,211 -265	-5%	-$18.6K	0.14%	33
2024 Q3	$427K	Hold	5,476	–	–	0.16%	30
2024 Q2	$398K	Sell	5,476 -1,014	-16%	-$73.7K	0.16%	37
2024 Q1	$482K	Sell	6,490 -1,456	-18%	-$108K	0.2%	35
2023 Q4	$559K	Sell	7,946 -5,141	-39%	-$362K	0.24%	37
2023 Q3	$842K	Sell	13,087 -5,692	-30%	-$366K	0.36%	29
2023 Q2	$1.27M	Sell	18,779 -57,856	-75%	-$3.91M	0.53%	28
2023 Q1	$5.12M	Sell	76,635 -19,933	-21%	-$1.33M	2.2%	14
2022 Q4	$5.95M	Sell	96,568 -242,256	-71%	-$14.9M	2.75%	11
2022 Q3	$17.8M	Sell	338,824 -51,024	-13%	-$2.69M	8.94%	3
2022 Q2	$22.9M	Buy	389,848 +17,779	+5%	+$1.05M	10.75%	2
2022 Q1	$25.9M	Sell	372,069 -24,792	-6%	-$1.72M	10.72%	3
2021 Q4	$29.6M	Buy	396,861 +14,886	+4%	+$1.11M	11.66%	2
2021 Q3	$28.4M	Buy	381,975 +24,090	+7%	+$1.79M	11.86%	2
2021 Q2	$26.8M	Buy	357,885 +7,340	+2%	+$549K	11.54%	2
2021 Q1	$25.3M	Buy	350,545 +10,241	+3%	+$738K	11.76%	2
2020 Q4	$23.5M	Buy	340,304 +1,481	+0.4%	+$102K	12.17%	2
2020 Q3	$20.4M	Buy	338,823 +22,411	+7%	+$1.35M	10.7%	2
2020 Q2	$18.1M	Sell	316,412 -6,092	-2%	-$348K	10.69%	2
2020 Q1	$16.1M	Buy	322,504 +32,459	+11%	+$1.62M	11.03%	2
2019 Q4	$18.9M	Sell	290,045 -3,174	-1%	-$207K	11.48%	2
2019 Q3	$17.9M	Buy	293,219 +12,903	+5%	+$788K	11.34%	2
2019 Q2	$17.2M	Buy	280,316 +7,065	+3%	+$434K	11.41%	2
2019 Q1	$16.6M	Buy	273,251 +31,696	+13%	+$1.93M	11.43%	2
2018 Q4	$13.3M	Buy	241,555 +22,409	+10%	+$1.23M	10.28%	2
2018 Q3	$14M	Buy	219,146 +35,329	+19%	+$2.26M	10.29%	2
2018 Q2	$11.6M	Buy	183,817 +43,188	+31%	+$2.74M	9.56%	2
2018 Q1	$9.12M	Sell	140,629 -39,011	-22%	-$2.53M	8.36%	3
2017 Q4	$11.9M	Buy	+179,640	New	+$11.9M	9.59%	1