GoalVest Advisory’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 | $8.88M | Buy |
106,398
+12,188
| +13% | +$1.02M | 2.2% | 5 |
|
|
2025
Q1 | $7.13M | Buy |
94,210
+59,981
| +175% | +$4.54M | 1.96% | 5 |
|
|
2024
Q4 | $2.41M | Buy |
34,229
+2,255
| +7% | +$158K | 0.66% | 26 |
|
|
2024
Q3 | $2.5M | Buy |
31,974
+4,503
| +16% | +$351K | 0.72% | 22 |
|
|
2024
Q2 | $2M | Buy |
27,471
+2,860
| +12% | +$208K | 0.64% | 25 |
|
|
2024
Q1 | $1.83M | Sell |
24,611
-587
| -2% | -$43.6K | 0.61% | 23 |
|
|
2023
Q4 | $1.77M | Buy |
25,198
+1,084
| +4% | +$76.3K | 0.78% | 13 |
|
|
2023
Q3 | $1.55M | Buy |
24,114
+10,021
| +71% | +$645K | 0.78% | 14 |
|
|
2023
Q2 | $951K | Buy |
14,093
+8,714
| +162% | +$588K | 0.49% | 34 |
|
|
2023
Q1 | $360K | Buy |
5,379
+5,236
| +3,662% | +$350K | 0.21% | 57 |
|
|
2022
Q4 | $8.82K | Sell |
143
-1,832
| -93% | -$113K | 0.01% | 189 |
|
|
2022
Q3 | $104K | Sell |
1,975
-4,358
| -69% | -$229K | 0.07% | 88 |
|
|
2022
Q2 | $365K | Sell |
6,333
-39,057
| -86% | -$2.25M | 0.23% | 101 |
|
|
2022
Q1 | $3.16M | Buy |
+45,390
| New | +$3.16M | 1.78% | 11 |
|
|
2021
Q2 | $1.48M | Sell |
19,709
-11,800
| -37% | -$883K | 0.92% | 30 |
|
|
2021
Q1 | $2.27M | Buy |
31,509
+2,615
| +9% | +$188K | 1.69% | 14 |
|
|
2020
Q4 | $2M | Buy |
+28,894
| New | +$2M | 1.68% | 15 |
|