Gerber Kawasaki Wealth & Investment 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 | $332K | Buy |
3,978
+146
| +4% | +$12.2K | 0.01% | 245 |
|
|
2025
Q1 | $290K | Buy |
3,832
+361
| +10% | +$27.3K | 0.01% | 245 |
|
|
2024
Q4 | $244K | Sell |
3,471
-38
| -1% | -$2.67K | 0.01% | 251 |
|
|
2024
Q3 | $274K | Buy |
+3,509
| New | +$274K | 0.01% | 244 |
|
|
2024
Q1 | – | Sell |
-3,847
| Closed | -$271K | – | 291 |
|
|
2023
Q4 | $271K | Sell |
3,847
-953
| -20% | -$67K | 0.02% | 217 |
|
|
2023
Q3 | $309K | Sell |
4,800
-1,104
| -19% | -$71K | 0.02% | 196 |
|
|
2023
Q2 | $399K | Buy |
5,904
+584
| +11% | +$39.4K | 0.03% | 175 |
|
|
2023
Q1 | $356K | Buy |
+5,320
| New | +$356K | 0.03% | 184 |
|
|
2022
Q3 | – | Sell |
-4,354
| Closed | -$275K | – | 249 |
|
|
2022
Q2 | $275K | Sell |
4,354
-2,029
| -32% | -$128K | 0.03% | 199 |
|
|
2022
Q1 | $443K | Sell |
6,383
-403
| -6% | -$28K | 0.04% | 168 |
|
|
2021
Q4 | $506K | Buy |
6,786
+6,753
| +20,464% | +$504K | 0.04% | 154 |
|
|
2021
Q3 | $33K | Sell |
33
-4,054
| -99% | -$4.05M | ﹤0.01% | 380 |
|
|
2021
Q2 | $305K | Buy |
+4,087
| New | +$305K | 0.03% | 188 |
|
|
2020
Q4 | – | Sell |
-3,799
| Closed | -$229K | – | 179 |
|
|
2020
Q3 | $229K | Sell |
3,799
-2,767
| -42% | -$167K | 0.05% | 113 |
|
|
2020
Q2 | $375K | Sell |
6,566
-9,183
| -58% | -$524K | 0.08% | 98 |
|
|
2020
Q1 | $785K | Sell |
15,749
-60,228
| -79% | -$3M | 0.22% | 68 |
|
|
2019
Q4 | $4.96M | Sell |
75,977
-888
| -1% | -$57.9K | 1.25% | 23 |
|
|
2019
Q3 | $4.69M | Sell |
76,865
-13,275
| -15% | -$811K | 1.35% | 22 |
|
|
2019
Q2 | $5.53M | Sell |
90,140
-27,144
| -23% | -$1.67M | 1.61% | 21 |
|
|
2019
Q1 | $7.13M | Sell |
117,284
-12,063
| -9% | -$733K | 2.12% | 16 |
|
|
2018
Q4 | $7.11M | Sell |
129,347
-231,821
| -64% | -$12.8M | 2.5% | 11 |
|
|
2018
Q3 | $23.2M | Sell |
361,168
-14,594
| -4% | -$937K | 6.29% | 2 |
|
|
2018
Q2 | $23.6M | Buy |
375,762
+29,880
| +9% | +$1.87M | 7.05% | 2 |
|
|
2018
Q1 | $22.8M | Buy |
345,882
+86,957
| +34% | +$5.73M | 7.34% | 2 |
|
|
2017
Q4 | $17.1M | Buy |
258,925
+26,013
| +11% | +$1.72M | 5.91% | 2 |
|
|
2017
Q3 | $14.9M | Buy |
232,912
+27,868
| +14% | +$1.79M | 5.44% | 2 |
|
|
2017
Q2 | $12.4M | Buy |
205,044
+84,047
| +69% | +$5.1M | 4.72% | 4 |
|
|
2017
Q1 | $6.97M | Buy |
+120,997
| New | +$6.97M | 3% | 9 |
|