Howard Financial Services’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 | $1.63M | Buy |
19,528
+48
| +0.2% | +$4.01K | 0.21% | 49 |
|
|
2025
Q1 | $1.47M | Sell |
19,480
-1,336
| -6% | -$101K | 0.2% | 50 |
|
|
2024
Q4 | $1.46M | Sell |
20,816
-1,141
| -5% | -$80.2K | 0.2% | 52 |
|
|
2024
Q3 | $1.71M | Sell |
21,957
-612
| -3% | -$47.8K | 0.25% | 44 |
|
|
2024
Q2 | $1.64M | Sell |
22,569
-6
| -0% | -$436 | 0.27% | 44 |
|
|
2024
Q1 | $1.68M | Sell |
22,575
-201
| -0.9% | -$14.9K | 0.29% | 42 |
|
|
2023
Q4 | $1.6M | Buy |
22,776
+967
| +4% | +$68K | 0.31% | 42 |
|
|
2023
Q3 | $1.4M | Sell |
21,809
-309
| -1% | -$19.9K | 0.32% | 42 |
|
|
2023
Q2 | $1.49M | Buy |
22,118
+526
| +2% | +$35.5K | 0.36% | 36 |
|
|
2023
Q1 | $1.44M | Sell |
21,592
-840
| -4% | -$56.2K | 0.35% | 36 |
|
|
2022
Q4 | $1.38M | Buy |
22,432
+4,839
| +28% | +$298K | 0.36% | 38 |
|
|
2022
Q3 | $927K | Buy |
+17,593
| New | +$927K | 0.3% | 44 |
|
|
2021
Q2 | – | Sell |
-2,922
| Closed | -$211K | – | 128 |
|
|
2021
Q1 | $211K | Sell |
2,922
-235
| -7% | -$17K | 0.09% | 113 |
|
|
2020
Q4 | $218K | Buy |
+3,157
| New | +$218K | 0.11% | 100 |
|
|
2020
Q1 | – | Sell |
-3,742
| Closed | -$244K | – | 117 |
|
|
2019
Q4 | $244K | Sell |
3,742
-400
| -10% | -$26.1K | 0.15% | 80 |
|
|
2019
Q3 | $253K | Buy |
4,142
+39
| +1% | +$2.38K | 0.17% | 76 |
|
|
2019
Q2 | $252K | Buy |
4,103
+29
| +0.7% | +$1.78K | 0.17% | 74 |
|
|
2019
Q1 | $248K | Sell |
4,074
-3,159
| -44% | -$192K | 0.18% | 76 |
|
|
2018
Q4 | $398K | Buy |
+7,233
| New | +$398K | 0.31% | 57 |
|