IA
IFG Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.4M | Buy |
474,773
+12,910
| +3% | +$1.15M | 7.13% | 3 |
|
|
2025
Q1 | $37.7M | Buy |
461,863
+15,038
| +3% | +$1.23M | 7.27% | 2 |
|
|
2024
Q4 | $33.8M | Buy |
446,825
+30,349
| +7% | +$2.29M | 6.72% | 3 |
|
|
2024
Q3 | $34.8M | Buy |
416,476
+19,992
| +5% | +$1.67M | 7.44% | 3 |
|
|
2024
Q2 | $31.1M | Buy |
396,484
+12,358
| +3% | +$968K | 7.34% | 3 |
|
|
2024
Q1 | $30.7M | Sell |
384,126
-11,915
| -3% | -$952K | 7.94% | 3 |
|
|
2023
Q4 | $29.8M | Sell |
396,041
-13,615
| -3% | -$1.03M | 8.75% | 3 |
|
|
2023
Q3 | $28.2M | Buy |
409,656
+15,684
| +4% | +$1.08M | 10.03% | 3 |
|
|
2023
Q2 | $28.6M | Buy |
393,972
+20,369
| +5% | +$1.48M | 10.13% | 2 |
|
|
2023
Q1 | $26.7M | Sell |
373,603
-1,091
| -0.3% | -$78K | 10.52% | 1 |
|
|
2022
Q4 | $24.6M | Buy |
374,694
+21,683
| +6% | +$1.42M | 10.74% | 1 |
|
|
2022
Q3 | $19.8M | Buy |
353,011
+31,662
| +10% | +$1.77M | 10.01% | 2 |
|
|
2022
Q2 | $20.1M | Buy |
321,349
+5,420
| +2% | +$339K | 10.16% | 2 |
|
|
2022
Q1 | $23.3M | Buy |
315,929
+19,569
| +7% | +$1.44M | 10.27% | 3 |
|
|
2021
Q4 | $23.3M | Buy |
296,360
+11,350
| +4% | +$893K | 9.88% | 3 |
|
|
2021
Q3 | $22.2M | Buy |
285,010
+9,936
| +4% | +$775K | 10.19% | 2 |
|
|
2021
Q2 | $21.7M | Buy |
275,074
+18,092
| +7% | +$1.43M | 10.34% | 3 |
|
|
2021
Q1 | $19.5M | Buy |
256,982
+22,864
| +10% | +$1.73M | 10.67% | 2 |
|
|
2020
Q4 | $17.1M | Buy |
234,118
+10,602
| +5% | +$774K | 10.58% | 2 |
|
|
2020
Q3 | $14.2M | Buy |
223,516
+7,544
| +3% | +$480K | 10.05% | 2 |
|
|
2020
Q2 | $13.1M | Buy |
215,972
+10,453
| +5% | +$636K | 10.38% | 2 |
|
|
2020
Q1 | $11M | Sell |
205,519
-5,529
| -3% | -$296K | 10.86% | 2 |
|
|
2019
Q4 | $14.7M | Buy |
211,048
+23,939
| +13% | +$1.66M | 12.1% | 1 |
|
|
2019
Q3 | $12.2M | Buy |
+187,109
| New | +$12.2M | 11.36% | 1 |
|