GM Advisory Group’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 | $877K | Buy |
10,509
+2,326
| +28% | +$194K | 0.04% | 154 |
|
|
2025
Q1 | $619K | Buy |
8,183
+375
| +5% | +$28.4K | 0.03% | 161 |
|
|
2024
Q4 | $549K | Buy |
7,808
+1,906
| +32% | +$134K | 0.03% | 160 |
|
|
2024
Q3 | $461K | Buy |
5,902
+1,388
| +31% | +$108K | 0.03% | 165 |
|
|
2024
Q2 | $328K | Buy |
4,514
+50
| +1% | +$3.63K | 0.02% | 178 |
|
|
2024
Q1 | $331K | Hold |
4,464
| – | – | 0.02% | 178 |
|
|
2023
Q4 | $314K | Hold |
4,464
| – | – | 0.02% | 170 |
|
|
2023
Q3 | $287K | Hold |
4,464
| – | – | 0.02% | 161 |
|
|
2023
Q2 | $301K | Hold |
4,464
| – | – | 0.02% | 154 |
|
|
2023
Q1 | $298K | Hold |
4,464
| – | – | 0.03% | 150 |
|
|
2022
Q4 | $275K | Sell |
4,464
-649
| -13% | -$40K | 0.03% | 144 |
|
|
2022
Q3 | $269K | Hold |
5,113
| – | – | 0.03% | 152 |
|
|
2022
Q2 | $301K | Hold |
5,113
| – | – | 0.05% | 140 |
|
|
2022
Q1 | $355K | Sell |
5,113
-2,490
| -33% | -$173K | 0.04% | 147 |
|
|
2021
Q4 | $567K | Buy |
7,603
+2,490
| +49% | +$186K | 0.05% | 123 |
|
|
2021
Q3 | $380K | Hold |
5,113
| – | – | 0.04% | 144 |
|
|
2021
Q2 | $383K | Buy |
5,113
+649
| +15% | +$48.6K | 0.04% | 143 |
|
|
2021
Q1 | $322K | Buy |
+4,464
| New | +$322K | 0.04% | 150 |
|