HB Wealth Management’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 | $12.4M | Buy |
149,134
+15,123
| +11% | +$1.26M | 0.1% | 109 |
|
|
2025
Q1 | $10.1M | Buy |
134,011
+8,328
| +7% | +$630K | 0.08% | 124 |
|
|
2024
Q4 | $8.83M | Buy |
125,683
+26,930
| +27% | +$1.89M | 0.09% | 110 |
|
|
2024
Q3 | $7.71M | Buy |
98,753
+3,484
| +4% | +$272K | 0.08% | 116 |
|
|
2024
Q2 | $6.92M | Buy |
95,269
+770
| +0.8% | +$55.9K | 0.08% | 116 |
|
|
2024
Q1 | $7.01M | Buy |
94,499
+1,131
| +1% | +$83.9K | 0.09% | 119 |
|
|
2023
Q4 | $6.57M | Sell |
93,368
-14,738
| -14% | -$1.04M | 0.09% | 113 |
|
|
2023
Q3 | $6.96M | Sell |
108,106
-28,270
| -21% | -$1.82M | 0.11% | 94 |
|
|
2023
Q2 | $9.21M | Sell |
136,376
-20,989
| -13% | -$1.42M | 0.15% | 71 |
|
|
2023
Q1 | $10.5M | Sell |
157,365
-6,535
| -4% | -$437K | 0.18% | 63 |
|
|
2022
Q4 | $10.1M | Buy |
163,900
+87,864
| +116% | +$5.42M | 0.18% | 65 |
|
|
2022
Q3 | $4.01M | Sell |
76,036
-11,526
| -13% | -$607K | 0.09% | 112 |
|
|
2022
Q2 | $5.15M | Sell |
87,562
-15,145
| -15% | -$891K | 0.11% | 94 |
|
|
2022
Q1 | $7.14M | Buy |
102,707
+87,589
| +579% | +$6.09M | 0.13% | 84 |
|
|
2021
Q4 | $1.13M | Buy |
+15,118
| New | +$1.13M | 0.02% | 230 |
|