HeadInvest LLC’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 | $973K | Buy |
11,653
+840
| +8% | +$70.1K | 0.21% | 88 |
|
|
2025
Q1 | $818K | Buy |
10,813
+2,408
| +29% | +$182K | 0.16% | 112 |
|
|
2024
Q4 | $591K | Buy |
8,405
+650
| +8% | +$45.7K | 0.11% | 137 |
|
|
2024
Q3 | $605K | Sell |
7,755
-1,009
| -12% | -$78.8K | 0.11% | 135 |
|
|
2024
Q2 | $637K | Buy |
8,764
+118
| +1% | +$8.57K | 0.13% | 121 |
|
|
2024
Q1 | $642K | Sell |
8,646
-59
| -0.7% | -$4.38K | 0.13% | 122 |
|
|
2023
Q4 | $612K | Sell |
8,705
-794
| -8% | -$55.9K | 0.13% | 120 |
|
|
2023
Q3 | $602K | Buy |
9,499
+100
| +1% | +$6.34K | 0.13% | 109 |
|
|
2023
Q2 | $634K | Buy |
+9,399
| New | +$634K | 0.14% | 112 |
|
|
2020
Q2 | – | Sell |
-4,968
| Closed | -$248K | – | 177 |
|
|
2020
Q1 | $248K | Sell |
4,968
-640
| -11% | -$31.9K | 0.09% | 136 |
|
|
2019
Q4 | $366K | Sell |
5,608
-10
| -0.2% | -$653 | 0.11% | 132 |
|
|
2019
Q3 | $343K | Sell |
5,618
-257
| -4% | -$15.7K | 0.1% | 132 |
|
|
2019
Q2 | $361K | Sell |
5,875
-100
| -2% | -$6.15K | 0.1% | 129 |
|
|
2019
Q1 | $363K | Sell |
5,975
-4,847
| -45% | -$294K | 0.1% | 132 |
|
|
2018
Q4 | $595K | Buy |
10,822
+5,956
| +122% | +$327K | 0.09% | 142 |
|
|
2018
Q3 | $312K | Buy |
+4,866
| New | +$312K | 0.09% | 139 |
|