Financial Perspectives’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 | $546K | Buy |
6,545
+315
| +5% | +$26.3K | 0.17% | 83 |
|
|
2025
Q1 | $471K | Buy |
6,230
+94
| +2% | +$7.11K | 0.16% | 84 |
|
|
2024
Q4 | $431K | Buy |
6,136
+561
| +10% | +$39.4K | 0.14% | 88 |
|
|
2024
Q3 | $435K | Buy |
5,575
+514
| +10% | +$40.1K | 0.15% | 86 |
|
|
2024
Q2 | $368K | Buy |
5,061
+827
| +20% | +$60.1K | 0.14% | 91 |
|
|
2024
Q1 | $314K | Buy |
4,234
+819
| +24% | +$60.8K | 0.12% | 105 |
|
|
2023
Q4 | $240K | Buy |
3,415
+20
| +0.6% | +$1.41K | 0.1% | 124 |
|
|
2023
Q3 | $218K | Buy |
3,395
+54
| +2% | +$3.48K | 0.1% | 118 |
|
|
2023
Q2 | $226K | Buy |
3,341
+135
| +4% | +$9.11K | 0.1% | 120 |
|
|
2023
Q1 | $214K | Sell |
3,206
-139
| -4% | -$9.29K | 0.1% | 114 |
|
|
2022
Q4 | $206K | Sell |
3,345
-2
| -0.1% | -$123 | 0.11% | 116 |
|
|
2022
Q3 | $176K | Sell |
3,347
-949
| -22% | -$50K | 0.1% | 127 |
|
|
2022
Q2 | $253K | Buy |
4,296
+132
| +3% | +$7.77K | 0.14% | 96 |
|
|
2022
Q1 | $289K | Buy |
4,164
+48
| +1% | +$3.34K | 0.14% | 100 |
|
|
2021
Q4 | $307K | Buy |
4,116
+290
| +8% | +$21.6K | 0.15% | 94 |
|
|
2021
Q3 | $284K | Buy |
3,826
+322
| +9% | +$23.9K | 0.14% | 99 |
|
|
2021
Q2 | $262K | Sell |
3,504
-242,891
| -99% | -$18.2M | 0.13% | 111 |
|
|
2021
Q1 | $3.42M | Buy |
246,395
+243,141
| +7,472% | +$3.37M | 0.17% | 99 |
|
|
2020
Q4 | $225K | Sell |
3,254
-243
| -7% | -$16.8K | 0.13% | 110 |
|
|
2020
Q3 | $211K | Hold |
3,497
| – | – | 0.14% | 96 |
|
|
2020
Q2 | $200K | Buy |
3,497
+180
| +5% | +$10.3K | 0.14% | 83 |
|
|
2020
Q1 | $165K | Buy |
3,317
+296
| +10% | +$14.8K | 0.13% | 81 |
|
|
2019
Q4 | $197K | Buy |
+3,021
| New | +$197K | 0.13% | 86 |
|