FSC 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 | $971K | Sell |
11,636
-155
| -1% | -$12.9K | 0.61% | 32 |
|
|
2025
Q1 | $892K | Buy |
11,791
+1,875
| +19% | +$142K | 0.59% | 29 |
|
|
2024
Q4 | $697K | Buy |
9,916
+714
| +8% | +$50.2K | 0.45% | 34 |
|
|
2024
Q3 | $718K | Buy |
9,202
+361
| +4% | +$28.2K | 0.52% | 34 |
|
|
2024
Q2 | $642K | Buy |
8,841
+169
| +2% | +$12.3K | 0.47% | 28 |
|
|
2024
Q1 | $644K | Buy |
8,672
+2,090
| +32% | +$155K | 0.45% | 29 |
|
|
2023
Q4 | $463K | Buy |
6,582
+724
| +12% | +$50.9K | 0.34% | 35 |
|
|
2023
Q3 | $377K | Buy |
5,858
+82
| +1% | +$5.28K | 0.39% | 21 |
|
|
2023
Q2 | $390K | Buy |
5,776
+27
| +0.5% | +$1.82K | 0.35% | 19 |
|
|
2023
Q1 | $384K | Sell |
5,749
-1,106
| -16% | -$73.9K | 0.61% | 12 |
|
|
2022
Q4 | $423K | Sell |
6,855
-590
| -8% | -$36.4K | 0.72% | 9 |
|
|
2022
Q3 | $392K | Buy |
7,445
+686
| +10% | +$36.1K | 3.78% | 6 |
|
|
2022
Q2 | $398K | Buy |
6,759
+255
| +4% | +$15K | 3.53% | 5 |
|
|
2022
Q1 | $452K | Sell |
6,504
-126
| -2% | -$8.76K | 0.43% | 16 |
|
|
2021
Q4 | $495K | Buy |
+6,630
| New | +$495K | 0.34% | 24 |
|