GDS Wealth 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 | $1.04M | Buy |
12,450
+402
| +3% | +$33.6K | 0.08% | 91 |
|
|
2025
Q1 | $911K | Buy |
12,048
+558
| +5% | +$42.2K | 0.08% | 92 |
|
|
2024
Q4 | $808K | Buy |
11,490
+1,296
| +13% | +$91.1K | 0.07% | 94 |
|
|
2024
Q3 | $796K | Hold |
10,194
| – | – | 0.08% | 78 |
|
|
2024
Q2 | $740K | Sell |
10,194
-437
| -4% | -$31.7K | 0.08% | 70 |
|
|
2024
Q1 | $789K | Sell |
10,631
-2,094
| -16% | -$155K | 0.09% | 68 |
|
|
2023
Q4 | $895K | Sell |
12,725
-1,000
| -7% | -$70.4K | 0.12% | 60 |
|
|
2023
Q3 | $883K | Sell |
13,725
-583
| -4% | -$37.5K | 0.14% | 55 |
|
|
2023
Q2 | $966K | Sell |
14,308
-1,103
| -7% | -$74.5K | 0.16% | 59 |
|
|
2023
Q1 | $1.03M | Sell |
15,411
-2,273
| -13% | -$152K | 0.18% | 52 |
|
|
2022
Q4 | $1.09M | Sell |
17,684
-2,045
| -10% | -$126K | 0.21% | 54 |
|
|
2022
Q3 | $1.04M | Sell |
19,729
-3,465
| -15% | -$182K | 0.23% | 52 |
|
|
2022
Q2 | $1.37M | Sell |
23,194
-393,912
| -94% | -$23.2M | 0.31% | 52 |
|
|
2022
Q1 | $28.2M | Buy |
417,106
+26,323
| +7% | +$1.78M | 6.21% | 3 |
|
|
2021
Q4 | $29.2M | Buy |
+390,783
| New | +$29.2M | 6.52% | 3 |
|