Gries Financial’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 | $353K | Sell |
4,228
-47
| -1% | -$3.92K | 0.06% | 203 |
|
|
2025
Q1 | $323K | Sell |
4,275
-239
| -5% | -$18.1K | 0.06% | 201 |
|
|
2024
Q4 | $317K | Buy |
4,514
+11
| +0.2% | +$773 | 0.06% | 211 |
|
|
2024
Q3 | $351K | Buy |
4,503
+53
| +1% | +$4.14K | 0.07% | 188 |
|
|
2024
Q2 | $323K | Sell |
4,450
-83
| -2% | -$6.03K | 0.07% | 181 |
|
|
2024
Q1 | $336K | Sell |
4,533
-45
| -1% | -$3.34K | 0.06% | 211 |
|
|
2023
Q4 | $322K | Sell |
4,578
-423
| -8% | -$29.8K | 0.07% | 164 |
|
|
2023
Q3 | $322K | Sell |
5,001
-152
| -3% | -$9.78K | 0.09% | 145 |
|
|
2023
Q2 | $348K | Buy |
5,153
+839
| +19% | +$56.6K | 0.1% | 134 |
|
|
2023
Q1 | $288K | Buy |
4,314
+185
| +4% | +$12.4K | 0.09% | 146 |
|
|
2022
Q4 | $255K | Buy |
4,129
+5
| +0.1% | +$309 | 0.08% | 139 |
|
|
2022
Q3 | $217K | Sell |
4,124
-410
| -9% | -$21.6K | 0.09% | 136 |
|
|
2022
Q2 | $267K | Sell |
4,534
-485
| -10% | -$28.6K | 0.13% | 109 |
|
|
2022
Q1 | $349K | Sell |
5,019
-399
| -7% | -$27.7K | 0.13% | 122 |
|
|
2021
Q4 | $404K | Buy |
5,418
+1,075
| +25% | +$80.2K | 0.17% | 118 |
|
|
2021
Q3 | $322K | Buy |
4,343
+1,276
| +42% | +$94.6K | 0.1% | 128 |
|
|
2021
Q2 | $234K | Sell |
3,067
-630
| -17% | -$48.1K | 0.08% | 154 |
|
|
2021
Q1 | $275K | Buy |
+3,697
| New | +$275K | 0.09% | 143 |
|