Founders Financial Securities’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 | $11.5M | Sell |
137,519
-15,014
| -10% | -$1.25M | 0.87% | 26 |
|
|
2025
Q1 | $12M | Buy |
152,533
+24,402
| +19% | +$1.92M | 1.02% | 22 |
|
|
2024
Q4 | $9.01M | Sell |
128,131
-15,372
| -11% | -$1.08M | 0.81% | 32 |
|
|
2024
Q3 | $11.2M | Sell |
143,503
-38,571
| -21% | -$3.01M | 1.03% | 23 |
|
|
2024
Q2 | $13.2M | Sell |
182,074
-590
| -0.3% | -$42.9K | 1.25% | 22 |
|
|
2024
Q1 | $13.6M | Sell |
182,664
-22,421
| -11% | -$1.66M | 1.42% | 14 |
|
|
2023
Q4 | $14.4M | Buy |
205,085
+3,111
| +2% | +$219K | 1.6% | 12 |
|
|
2023
Q3 | $13M | Sell |
201,974
-2,162
| -1% | -$139K | 1.68% | 11 |
|
|
2023
Q2 | $13.8M | Buy |
204,136
+76,596
| +60% | +$5.17M | 1.82% | 11 |
|
|
2023
Q1 | $8.53M | Buy |
127,540
+37,749
| +42% | +$2.52M | 1.23% | 20 |
|
|
2022
Q4 | $5.53M | Buy |
89,791
+50,667
| +130% | +$3.12M | 0.87% | 24 |
|
|
2022
Q3 | $2.06M | Sell |
39,124
-31,549
| -45% | -$1.66M | 0.36% | 62 |
|
|
2022
Q2 | $4.16M | Buy |
70,673
+2,274
| +3% | +$134K | 0.81% | 25 |
|
|
2022
Q1 | $4.75M | Buy |
68,399
+2,937
| +4% | +$204K | 0.84% | 26 |
|
|
2021
Q4 | $4.89M | Sell |
65,462
-2,003
| -3% | -$150K | 0.88% | 23 |
|
|
2021
Q3 | $5.01M | Buy |
67,465
+2,018
| +3% | +$150K | 1.01% | 21 |
|
|
2021
Q2 | $4.9M | Buy |
65,447
+11,942
| +22% | +$894K | 0.97% | 20 |
|
|
2021
Q1 | $3.86M | Buy |
53,505
+1,967
| +4% | +$142K | 0.89% | 23 |
|
|
2020
Q4 | $3.56M | Buy |
+51,538
| New | +$3.56M | 0.85% | 29 |
|
|
2017
Q4 | – | Sell |
-143,343
| Closed | -$9.2M | – | 100 |
|
|
2017
Q3 | $9.2M | Buy |
+143,343
| New | +$9.2M | 3.28% | 9 |
|