FFA
Founders Financial Alliance’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $700K | Buy |
8,385
+317
| +4% | +$26.5K | 0.16% | 135 |
|
2025
Q1 | $610K | Buy |
8,068
+707
| +10% | +$53.5K | 0.15% | 143 |
|
2024
Q4 | $517K | Sell |
7,361
-9
| -0.1% | -$633 | 0.14% | 141 |
|
2024
Q3 | $575K | Hold |
7,370
| – | – | 0.16% | 125 |
|
2024
Q2 | $535K | Sell |
7,370
-92
| -1% | -$6.68K | 0.16% | 126 |
|
2024
Q1 | $554K | Buy |
7,462
+808
| +12% | +$60K | 0.17% | 122 |
|
2023
Q4 | $468K | Sell |
6,654
-216
| -3% | -$15.2K | 0.18% | 110 |
|
2023
Q3 | $442K | Sell |
6,870
-488
| -7% | -$31.4K | 0.19% | 109 |
|
2023
Q2 | $497K | Buy |
7,358
+797
| +12% | +$53.8K | 0.2% | 109 |
|
2023
Q1 | $443K | Sell |
6,561
-1,369
| -17% | -$92.3K | 0.22% | 110 |
|
2022
Q4 | $489K | Buy |
7,930
+95
| +1% | +$5.86K | 0.22% | 106 |
|
2022
Q3 | $413K | Sell |
7,835
-1,086
| -12% | -$57.2K | 0.21% | 110 |
|
2022
Q2 | $525K | Sell |
8,921
-2,309
| -21% | -$136K | 0.27% | 89 |
|
2022
Q1 | $781K | Sell |
11,230
-1,536
| -12% | -$107K | 0.35% | 69 |
|
2021
Q4 | $953K | Sell |
12,766
-435
| -3% | -$32.5K | 0.38% | 66 |
|
2021
Q3 | $980K | Sell |
13,201
-272
| -2% | -$20.2K | 0.46% | 56 |
|
2021
Q2 | $1.01M | Buy |
13,473
+1,476
| +12% | +$111K | 0.46% | 52 |
|
2021
Q1 | $894K | Buy |
11,997
+196
| +2% | +$14.6K | 0.44% | 54 |
|
2020
Q4 | $814K | Buy |
11,801
+730
| +7% | +$50.4K | 0.46% | 52 |
|
2020
Q3 | $674K | Buy |
+11,071
| New | +$674K | 0.4% | 51 |
|