Global Financial Private Client’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 | $328K | Buy |
+3,927
| New | +$328K | 0.12% | 173 |
|
|
2022
Q2 | – | Sell |
-600
| Closed | -$42.1K | – | 664 |
|
|
2022
Q1 | $42.1K | Hold |
600
| – | – | 0.02% | 281 |
|
|
2021
Q4 | $44.8K | Buy |
+600
| New | +$44.8K | 0.02% | 276 |
|
|
2021
Q1 | – | Sell |
-322
| Closed | -$22.2K | – | 581 |
|
|
2020
Q4 | $22.2K | Buy |
+322
| New | +$22.2K | 0.02% | 258 |
|
|
2020
Q2 | – | Sell |
-41,915
| Closed | -$1.99M | – | 528 |
|
|
2020
Q1 | $1.99M | Sell |
41,915
-319
| -0.8% | -$15.2K | 2.11% | 10 |
|
|
2019
Q4 | $2.76M | Buy |
+42,234
| New | +$2.76M | 2.31% | 8 |
|