Hilltop 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 | $586K | Sell |
7,023
-331
| -5% | -$27.6K | 0.33% | 31 |
|
|
2025
Q1 | $556K | Buy |
7,354
+284
| +4% | +$21.5K | 0.31% | 34 |
|
|
2024
Q4 | $497K | Hold |
7,070
| – | – | 0.25% | 34 |
|
|
2024
Q3 | $552K | Hold |
7,070
| – | – | 0.26% | 36 |
|
|
2024
Q2 | $514K | Sell |
7,070
-6
| -0.1% | -$436 | 0.26% | 34 |
|
|
2024
Q1 | $525K | Sell |
7,076
-182
| -3% | -$13.5K | 0.27% | 34 |
|
|
2023
Q4 | $511K | Hold |
7,258
| – | – | 0.29% | 29 |
|
|
2023
Q3 | $467K | Sell |
7,258
-370
| -5% | -$23.8K | 0.36% | 27 |
|
|
2023
Q2 | $515K | Sell |
7,628
-234
| -3% | -$15.8K | 0.38% | 26 |
|
|
2023
Q1 | $526K | Sell |
7,862
-140
| -2% | -$9.36K | 0.42% | 26 |
|
|
2022
Q4 | $493K | Sell |
8,002
-1,542
| -16% | -$95.1K | 0.42% | 26 |
|
|
2022
Q3 | $503K | Hold |
9,544
| – | – | 0.52% | 24 |
|
|
2022
Q2 | $562K | Buy |
9,544
+106
| +1% | +$6.24K | 0.55% | 18 |
|
|
2022
Q1 | $656K | Buy |
9,438
+85
| +0.9% | +$5.91K | 0.56% | 17 |
|
|
2021
Q4 | $698K | Hold |
9,353
| – | – | 0.48% | 19 |
|
|
2021
Q3 | $694K | Hold |
9,353
| – | – | 0.49% | 18 |
|
|
2021
Q2 | $700K | Sell |
9,353
-95
| -1% | -$7.11K | 0.5% | 16 |
|
|
2021
Q1 | $681K | Sell |
9,448
-312
| -3% | -$22.5K | 0.52% | 16 |
|
|
2020
Q4 | $674K | Sell |
9,760
-50
| -0.5% | -$3.45K | 0.6% | 14 |
|
|
2020
Q3 | $591K | Sell |
9,810
-95
| -1% | -$5.72K | 0.6% | 14 |
|
|
2020
Q2 | $566K | Sell |
9,905
-298
| -3% | -$17K | 0.62% | 14 |
|
|
2020
Q1 | $509K | Sell |
10,203
-14,699
| -59% | -$733K | 0.62% | 11 |
|
|
2019
Q4 | $1.63M | Buy |
+24,902
| New | +$1.63M | 1.69% | 11 |
|