Good Life Advisors’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 | $205K | Buy |
+2,458
| New | +$205K | 0.01% | 479 |
|
|
2024
Q4 | – | Sell |
-18,380
| Closed | -$1.43M | – | 543 |
|
|
2024
Q3 | $1.43M | Buy |
+18,380
| New | +$1.43M | 0.09% | 176 |
|
|
2024
Q1 | – | Sell |
-3,353
| Closed | -$236K | – | 472 |
|
|
2023
Q4 | $236K | Sell |
3,353
-584
| -15% | -$41.1K | 0.02% | 377 |
|
|
2023
Q3 | $253K | Buy |
3,937
+656
| +20% | +$42.2K | 0.03% | 346 |
|
|
2023
Q2 | $221K | Buy |
3,281
+166
| +5% | +$11.2K | 0.02% | 352 |
|
|
2023
Q1 | $208K | Buy |
+3,115
| New | +$208K | 0.03% | 360 |
|
|
2022
Q2 | – | Sell |
-3,287
| Closed | -$228K | – | 371 |
|
|
2022
Q1 | $228K | Sell |
3,287
-1,931
| -37% | -$134K | 0.03% | 336 |
|
|
2021
Q4 | $389K | Buy |
5,218
+1,598
| +44% | +$119K | 0.05% | 247 |
|
|
2021
Q3 | $269K | Sell |
3,620
-2,605
| -42% | -$194K | 0.04% | 288 |
|
|
2021
Q2 | $466K | Sell |
6,225
-3,485
| -36% | -$261K | 0.09% | 170 |
|
|
2021
Q1 | $702K | Buy |
9,710
+3,132
| +48% | +$226K | 0.14% | 125 |
|
|
2020
Q4 | $454K | Sell |
6,578
-31
| -0.5% | -$2.14K | 0.11% | 143 |
|
|
2020
Q3 | $399K | Sell |
6,609
-1,244
| -16% | -$75.1K | 0.11% | 146 |
|
|
2020
Q2 | $449K | Sell |
7,853
-32,440
| -81% | -$1.85M | 0.13% | 120 |
|
|
2020
Q1 | $2.01M | Sell |
40,293
-9,999
| -20% | -$499K | 0.73% | 31 |
|
|
2019
Q4 | $3.28M | Buy |
50,292
+2,945
| +6% | +$192K | 0.93% | 18 |
|
|
2019
Q3 | $2.89M | Sell |
47,347
-90
| -0.2% | -$5.49K | 0.89% | 18 |
|
|
2019
Q2 | $2.91M | Buy |
47,437
+2,591
| +6% | +$159K | 0.84% | 20 |
|
|
2019
Q1 | $2.72M | Buy |
44,846
+23,978
| +115% | +$1.46M | 0.81% | 19 |
|
|
2018
Q4 | $1.15M | Buy |
20,868
+10,385
| +99% | +$571K | 0.37% | 50 |
|
|
2018
Q3 | $677K | Buy |
10,483
+816
| +8% | +$52.7K | 0.2% | 90 |
|
|
2018
Q2 | $618K | Buy |
9,667
+873
| +10% | +$55.8K | 0.2% | 92 |
|
|
2018
Q1 | $574K | Buy |
8,794
+836
| +11% | +$54.6K | 0.19% | 91 |
|
|
2017
Q4 | $541K | Buy |
7,958
+2,888
| +57% | +$196K | 0.17% | 95 |
|
|
2017
Q3 | $323K | Buy |
+5,070
| New | +$323K | 0.12% | 134 |
|