Foundations Investment 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 | $1.76M | Buy |
21,140
+6,909
| +49% | +$577K | 0.03% | 326 |
|
|
2025
Q1 | $1.08M | Buy |
14,231
+1,215
| +9% | +$91.9K | 0.02% | 392 |
|
|
2024
Q4 | $915K | Buy |
13,016
+1,654
| +15% | +$116K | 0.02% | 420 |
|
|
2024
Q3 | $887K | Buy |
11,362
+3,201
| +39% | +$250K | 0.02% | 382 |
|
|
2024
Q2 | $593K | Sell |
8,161
-419
| -5% | -$30.4K | 0.01% | 459 |
|
|
2024
Q1 | $637K | Sell |
8,580
-1,243
| -13% | -$92.3K | 0.02% | 418 |
|
|
2023
Q4 | $693K | Buy |
9,823
+2,673
| +37% | +$189K | 0.02% | 370 |
|
|
2023
Q3 | $460K | Sell |
7,150
-244
| -3% | -$15.7K | 0.01% | 405 |
|
|
2023
Q2 | $499K | Buy |
7,394
+2,900
| +65% | +$196K | 0.02% | 363 |
|
|
2023
Q1 | $300K | Sell |
4,494
-191
| -4% | -$12.8K | 0.01% | 401 |
|
|
2022
Q4 | $289K | Buy |
4,685
+3
| +0.1% | +$185 | 0.01% | 349 |
|
|
2022
Q3 | $247K | Buy |
+4,682
| New | +$247K | 0.01% | 346 |
|
|
2021
Q1 | – | Sell |
-3,434
| Closed | -$246K | – | 228 |
|
|
2020
Q4 | $246K | Buy |
+3,434
| New | +$246K | 0.02% | 160 |
|
|
2018
Q4 | – | Sell |
-30,688
| Closed | -$1.97M | – | 115 |
|
|
2018
Q3 | $1.97M | Buy |
+30,688
| New | +$1.97M | 0.48% | 29 |
|