HFA
Highland Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
19,074
-342
| -2% | -$28.6K | 0.51% | 22 |
|
|
2025
Q1 | $1.47M | Sell |
19,416
-1,311
| -6% | -$99.2K | 0.53% | 24 |
|
|
2024
Q4 | $1.46M | Sell |
20,727
-1,203
| -5% | -$84.6K | 0.5% | 25 |
|
|
2024
Q3 | $1.71M | Sell |
21,930
-406
| -2% | -$31.7K | 0.61% | 22 |
|
|
2024
Q2 | $1.62M | Sell |
22,336
-4,857
| -18% | -$353K | 0.6% | 23 |
|
|
2024
Q1 | $2.02M | Buy |
27,193
+548
| +2% | +$40.7K | 0.81% | 19 |
|
|
2023
Q4 | $1.88M | Buy |
26,645
+1,377
| +5% | +$96.9K | 0.82% | 21 |
|
|
2023
Q3 | $1.63M | Buy |
25,268
+116
| +0.5% | +$7.47K | 0.84% | 20 |
|
|
2023
Q2 | $1.7M | Sell |
25,152
-1,395
| -5% | -$94.2K | 0.88% | 20 |
|
|
2023
Q1 | $1.78M | Sell |
26,547
-782
| -3% | -$52.3K | 0.96% | 20 |
|
|
2022
Q4 | $1.69M | Sell |
27,329
-6,425
| -19% | -$396K | 0.99% | 20 |
|
|
2022
Q3 | $1.78M | Sell |
33,754
-1,579
| -4% | -$83.2K | 1.23% | 18 |
|
|
2022
Q2 | $2.08M | Buy |
+35,333
| New | +$2.08M | 1.42% | 18 |
|