GA
Goldstein Advisors’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 | $1.21M | Sell |
14,448
-436
| -3% | -$36.4K | 0.16% | 53 |
|
2025
Q1 | $1.13M | Sell |
14,884
-917
| -6% | -$69.4K | 0.16% | 50 |
|
2024
Q4 | $1.11M | Sell |
15,801
-166
| -1% | -$11.7K | 0.16% | 48 |
|
2024
Q3 | $1.25M | Buy |
15,967
+904
| +6% | +$70.6K | 0.19% | 43 |
|
2024
Q2 | $1.09M | Buy |
15,063
+1,828
| +14% | +$133K | 0.18% | 45 |
|
2024
Q1 | $982K | Sell |
13,235
-348
| -3% | -$25.8K | 0.17% | 51 |
|
2023
Q4 | $956K | Sell |
13,583
-59
| -0.4% | -$4.15K | 0.16% | 74 |
|
2023
Q3 | $878K | Sell |
13,642
-463
| -3% | -$29.8K | 0.18% | 48 |
|
2023
Q2 | $952K | Sell |
14,105
-1,995
| -12% | -$135K | 0.2% | 47 |
|
2023
Q1 | $1.08M | Sell |
16,100
-567
| -3% | -$37.9K | 0.24% | 47 |
|
2022
Q4 | $1.03M | Buy |
+16,667
| New | +$1.03M | 0.25% | 46 |
|