GRP
Global Retirement Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.7M | Buy |
+331,532
| New | +$27.7M | 0.69% | 23 |
|
|
2024
Q4 | $22.9M | Buy |
325,954
+34,386
| +12% | +$2.42M | 0.66% | 25 |
|
|
2024
Q3 | $22.8M | Sell |
291,568
-46,504
| -14% | -$3.63M | 0.69% | 24 |
|
|
2024
Q2 | $24.6M | Buy |
338,072
+32,179
| +11% | +$2.34M | 0.77% | 22 |
|
|
2024
Q1 | $22.7M | Buy |
305,893
+7,391
| +2% | +$549K | 0.85% | 19 |
|
|
2023
Q4 | $20.5M | Buy |
298,502
+17,408
| +6% | +$1.2M | 0.86% | 19 |
|
|
2023
Q3 | $17.6M | Buy |
281,094
+7,245
| +3% | +$454K | 0.89% | 19 |
|
|
2023
Q2 | $18.5M | Buy |
273,849
+18,067
| +7% | +$1.22M | 0.9% | 21 |
|
|
2023
Q1 | $17.4M | Buy |
255,782
+44,524
| +21% | +$3.04M | 0.93% | 20 |
|
|
2022
Q4 | $13M | Buy |
211,258
+50
| +0% | +$3.08K | 0.89% | 20 |
|
|
2022
Q3 | $11.8M | Buy |
211,208
+9,344
| +5% | +$521K | 0.89% | 17 |
|
|
2022
Q2 | $11.9M | Sell |
201,864
-547
| -0.3% | -$32.2K | 0.95% | 14 |
|
|
2022
Q1 | $13.1M | Buy |
+202,411
| New | +$13.1M | 1.03% | 13 |
|
|
2021
Q4 | – | Sell |
-158,543
| Closed | -$11.8M | – | 952 |
|
|
2021
Q3 | $11.8M | Buy |
158,543
+14,569
| +10% | +$1.08M | 1.16% | 13 |
|
|
2021
Q2 | $10.8M | Buy |
143,974
+13,693
| +11% | +$1.03M | 1.1% | 14 |
|
|
2021
Q1 | $9.39M | Buy |
130,281
+3,977
| +3% | +$287K | 1.1% | 15 |
|
|
2020
Q4 | $8.73M | Buy |
126,304
+24,205
| +24% | +$1.67M | 1.09% | 17 |
|
|
2020
Q3 | $6.16M | Sell |
102,099
-186,266
| -65% | -$11.2M | 0.9% | 20 |
|
|
2020
Q2 | $16.5M | Sell |
288,365
-40,141
| -12% | -$2.29M | 2.63% | 2 |
|
|
2020
Q1 | $16.4M | Sell |
328,506
-8,986
| -3% | -$448K | 3.1% | 2 |
|
|
2019
Q4 | $22M | Buy |
337,492
+14,685
| +5% | +$958K | 3.37% | 2 |
|
|
2019
Q3 | $19.7M | Buy |
322,807
+23,205
| +8% | +$1.42M | 3.24% | 2 |
|
|
2019
Q2 | $18.4M | Buy |
299,602
+36,570
| +14% | +$2.25M | 3.52% | 2 |
|
|
2019
Q1 | $16M | Buy |
263,032
+101,560
| +63% | +$6.17M | 3.87% | 2 |
|
|
2018
Q4 | $8.88M | Sell |
161,472
-31,761
| -16% | -$1.75M | 2.27% | 4 |
|
|
2018
Q3 | $12.4M | Buy |
193,233
+8,869
| +5% | +$568K | 2.8% | 2 |
|
|
2018
Q2 | $11.7M | Buy |
184,364
+9,507
| +5% | +$602K | 2.95% | 2 |
|
|
2018
Q1 | $11.5M | Buy |
174,857
+129,884
| +289% | +$8.56M | 3.18% | 2 |
|
|
2017
Q4 | $2.97M | Buy |
44,973
+10,146
| +29% | +$670K | 0.82% | 16 |
|
|
2017
Q3 | $2.24M | Buy |
34,827
+8,890
| +34% | +$571K | 0.92% | 16 |
|
|
2017
Q2 | $1.58M | Buy |
25,937
+2,705
| +12% | +$165K | 0.74% | 18 |
|
|
2017
Q1 | $1.35M | Buy |
23,232
+7,423
| +47% | +$430K | 0.75% | 16 |
|
|
2016
Q4 | $848K | Buy |
+15,809
| New | +$848K | 0.57% | 29 |
|