GHP Investment 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 | $25.3M | Buy |
302,859
+7,278
| +2% | +$608K | 1.12% | 11 |
|
|
2025
Q1 | $22.4M | Buy |
295,581
+2,442
| +0.8% | +$185K | 1.07% | 11 |
|
|
2024
Q4 | $20.6M | Buy |
293,139
+20,018
| +7% | +$1.41M | 0.96% | 18 |
|
|
2024
Q3 | $21.3M | Buy |
273,121
+28,867
| +12% | +$2.25M | 0.98% | 15 |
|
|
2024
Q2 | $17.7M | Buy |
244,254
+10,164
| +4% | +$738K | 0.89% | 20 |
|
|
2024
Q1 | $17.4M | Buy |
234,090
+5,968
| +3% | +$443K | 0.86% | 21 |
|
|
2023
Q4 | $16M | Buy |
228,122
+9,982
| +5% | +$702K | 0.87% | 22 |
|
|
2023
Q3 | $13.9M | Buy |
218,140
+10,936
| +5% | +$697K | 0.84% | 24 |
|
|
2023
Q2 | $14M | Buy |
207,204
+40,843
| +25% | +$2.75M | 0.82% | 22 |
|
|
2023
Q1 | $11.1M | Buy |
166,361
+30,691
| +23% | +$2.05M | 0.71% | 33 |
|
|
2022
Q4 | $8.36M | Buy |
135,670
+51,969
| +62% | +$3.2M | 0.57% | 48 |
|
|
2022
Q3 | $4.41M | Buy |
83,701
+58,120
| +227% | +$3.06M | 0.34% | 110 |
|
|
2022
Q2 | $1.51M | Buy |
25,581
+8,010
| +46% | +$471K | 0.11% | 220 |
|
|
2022
Q1 | $1.22M | Buy |
17,571
+5,016
| +40% | +$349K | 0.08% | 235 |
|
|
2021
Q4 | $937K | Buy |
+12,555
| New | +$937K | 0.07% | 216 |
|