HHM 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
Q2 | $72.5K | Hold |
868
| – | – | 0.01% | 319 |
|
|
2025
Q1 | $65.7K | Buy |
868
+155
| +22% | +$11.7K | 0.01% | 315 |
|
|
2024
Q4 | $50.1K | Hold |
713
| – | – | 0.01% | 351 |
|
|
2024
Q3 | $55.7K | Sell |
713
-220
| -24% | -$17.2K | 0.01% | 324 |
|
|
2024
Q2 | $67.8K | Buy |
933
+220
| +31% | +$16K | 0.01% | 296 |
|
|
2024
Q1 | $52.9K | Buy |
713
+185
| +35% | +$13.7K | 0.01% | 285 |
|
|
2023
Q4 | $37.1K | Buy |
528
+182
| +53% | +$12.8K | 0.01% | 324 |
|
|
2023
Q3 | $22.3K | Sell |
346
-72
| -17% | -$4.63K | ﹤0.01% | 384 |
|
|
2023
Q2 | $28.2K | Hold |
418
| – | – | 0.01% | 369 |
|
|
2023
Q1 | $27.9K | Hold |
418
| – | – | 0.01% | 365 |
|
|
2022
Q4 | $25.8K | Sell |
418
-692
| -62% | -$42.7K | 0.01% | 329 |
|
|
2022
Q3 | $58K | Hold |
1,110
| – | – | 0.02% | 212 |
|
|
2022
Q2 | $65K | Buy |
1,110
+211
| +23% | +$12.4K | 0.02% | 248 |
|
|
2022
Q1 | $62K | Buy |
899
+27
| +3% | +$1.86K | 0.01% | 273 |
|
|
2021
Q4 | $65K | Buy |
872
+11
| +1% | +$820 | 0.02% | 276 |
|
|
2021
Q3 | $64K | Buy |
861
+37
| +4% | +$2.75K | 0.02% | 266 |
|
|
2021
Q2 | $62K | Sell |
824
-166
| -17% | -$12.5K | 0.02% | 265 |
|
|
2021
Q1 | $71K | Hold |
990
| – | – | 0.02% | 230 |
|
|
2020
Q4 | $68K | Buy |
990
+26
| +3% | +$1.79K | 0.02% | 221 |
|
|
2020
Q3 | $58K | Buy |
964
+179
| +23% | +$10.8K | 0.02% | 208 |
|
|
2020
Q2 | $45K | Buy |
785
+43
| +6% | +$2.47K | 0.02% | 236 |
|
|
2020
Q1 | $37K | Buy |
+742
| New | +$37K | 0.02% | 235 |
|