Forum Financial 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
Q2 | $507K | Sell |
6,074
-4,081
| -40% | -$341K | 0.01% | 401 |
|
|
2025
Q1 | $768K | Buy |
10,155
+399
| +4% | +$30.2K | 0.01% | 252 |
|
|
2024
Q4 | $686K | Buy |
9,756
+6,482
| +198% | +$456K | 0.01% | 289 |
|
|
2024
Q3 | $256K | Sell |
3,274
-527
| -14% | -$41.1K | ﹤0.01% | 595 |
|
|
2024
Q2 | $276K | Buy |
3,801
+303
| +9% | +$22K | 0.01% | 515 |
|
|
2024
Q1 | $260K | Buy |
3,498
+42
| +1% | +$3.12K | ﹤0.01% | 566 |
|
|
2023
Q4 | $243K | Buy |
+3,456
| New | +$243K | ﹤0.01% | 553 |
|
|
2023
Q2 | – | Sell |
-3,592
| Closed | -$240K | – | 669 |
|
|
2023
Q1 | $240K | Buy |
+3,592
| New | +$240K | 0.01% | 478 |
|
|
2022
Q1 | – | Sell |
-2,882
| Closed | -$215K | – | 641 |
|
|
2021
Q4 | $215K | Buy |
+2,882
| New | +$215K | 0.01% | 583 |
|