Financial Synergies Wealth 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 | $5.7M | Buy |
68,309
+14
| +0% | +$1.17K | 0.62% | 21 |
|
|
2025
Q1 | $5.17M | Sell |
68,295
-403
| -0.6% | -$30.5K | 0.63% | 23 |
|
|
2024
Q4 | $4.83M | Buy |
68,698
+2,379
| +4% | +$167K | 0.6% | 23 |
|
|
2024
Q3 | $5.18M | Sell |
66,319
-1,099
| -2% | -$85.8K | 0.64% | 22 |
|
|
2024
Q2 | $4.9M | Sell |
67,418
-1,432
| -2% | -$104K | 0.66% | 22 |
|
|
2024
Q1 | $5.11M | Sell |
68,850
-3,720
| -5% | -$276K | 0.67% | 23 |
|
|
2023
Q4 | $4.47M | Buy |
72,570
+2,134
| +3% | +$132K | 0.69% | 22 |
|
|
2023
Q3 | $4.53M | Sell |
70,436
-276
| -0.4% | -$17.8K | 0.65% | 23 |
|
|
2023
Q2 | $4.77M | Sell |
70,712
-100
| -0.1% | -$6.75K | 0.67% | 21 |
|
|
2023
Q1 | $4.73M | Sell |
70,812
-1,758
| -2% | -$118K | 0.69% | 21 |
|
|
2022
Q4 | $4.47M | Buy |
72,570
+53,838
| +287% | +$3.32M | 0.69% | 22 |
|
|
2022
Q3 | $987K | Sell |
18,732
-10,713
| -36% | -$564K | 0.17% | 40 |
|
|
2022
Q2 | $1.73M | Buy |
+29,445
| New | +$1.73M | 0.28% | 29 |
|
|
2020
Q4 | – | Sell |
-3,654
| Closed | -$220K | – | 60 |
|
|
2020
Q3 | $220K | Sell |
3,654
-2,437
| -40% | -$147K | 0.06% | 59 |
|
|
2020
Q2 | $348K | Buy |
+6,091
| New | +$348K | 0.12% | 39 |
|