Great Point Wealth 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
Q1 | $1.34M | Sell |
17,669
-1,030
| -6% | -$77.9K | 0.29% | 37 |
|
|
2024
Q4 | $1.31M | Sell |
18,699
-46
| -0.2% | -$3.23K | 0.29% | 37 |
|
|
2024
Q3 | $1.46M | Sell |
18,745
-26
| -0.1% | -$2.03K | 0.31% | 37 |
|
|
2024
Q2 | $1.36M | Sell |
18,771
-230
| -1% | -$16.7K | 0.31% | 38 |
|
|
2024
Q1 | $1.41M | Sell |
19,001
-1,816
| -9% | -$135K | 0.33% | 38 |
|
|
2023
Q4 | $1.46M | Sell |
20,817
-311
| -1% | -$21.9K | 0.38% | 41 |
|
|
2023
Q3 | $1.36M | Sell |
21,128
-99
| -0.5% | -$6.37K | 0.41% | 40 |
|
|
2023
Q2 | $1.43M | Sell |
21,227
-372
| -2% | -$25.1K | 0.43% | 38 |
|
|
2023
Q1 | $1.44M | Sell |
21,599
-160
| -0.7% | -$10.7K | 0.46% | 38 |
|
|
2022
Q4 | $1.34M | Sell |
21,759
-1,215
| -5% | -$74.9K | 0.45% | 40 |
|
|
2022
Q3 | $1.21M | Sell |
22,974
-281
| -1% | -$14.8K | 0.45% | 38 |
|
|
2022
Q2 | $1.37M | Sell |
23,255
-1,081
| -4% | -$63.6K | 0.49% | 37 |
|
|
2022
Q1 | $1.69M | Sell |
24,336
-125
| -0.5% | -$8.69K | 0.53% | 28 |
|
|
2021
Q4 | $1.83M | Sell |
24,461
-61
| -0.2% | -$4.55K | 0.56% | 27 |
|
|
2021
Q3 | $1.82M | Sell |
24,522
-184
| -0.7% | -$13.7K | 0.63% | 25 |
|
|
2021
Q2 | $1.85M | Sell |
24,706
-34
| -0.1% | -$2.55K | 0.65% | 25 |
|
|
2021
Q1 | $1.78M | Sell |
24,740
-2,275
| -8% | -$164K | 0.68% | 20 |
|
|
2020
Q4 | $1.87M | Sell |
27,015
-521
| -2% | -$36K | 0.8% | 21 |
|
|
2020
Q3 | $1.57M | Hold |
27,536
| – | – | 0.81% | 19 |
|
|
2020
Q2 | $1.57M | Sell |
27,536
-82
| -0.3% | -$4.68K | 0.81% | 19 |
|
|
2020
Q1 | $1.38M | Sell |
27,618
-28,795
| -51% | -$1.44M | 1.15% | 17 |
|
|
2019
Q4 | $3.68M | Buy |
56,413
+2,464
| +5% | +$161K | 2.28% | 11 |
|
|
2019
Q3 | $3.29M | Buy |
53,949
+4,840
| +10% | +$296K | 2.24% | 11 |
|
|
2019
Q2 | $3.02M | Buy |
49,109
+1,454
| +3% | +$89.3K | 2.44% | 11 |
|
|
2019
Q1 | $2.9M | Buy |
47,655
+15,183
| +47% | +$922K | 2.46% | 11 |
|
|
2018
Q4 | $1.79M | Buy |
+32,472
| New | +$1.79M | 1.69% | 14 |
|