IFG Advisory’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 | $19.3M | Buy |
231,645
+22,335
| +11% | +$1.86M | 0.97% | 14 |
|
2025
Q1 | $15.8M | Buy |
209,310
+47,553
| +29% | +$3.6M | 0.88% | 17 |
|
2024
Q4 | $11.4M | Buy |
161,757
+23,542
| +17% | +$1.65M | 0.64% | 29 |
|
2024
Q3 | $10.8M | Buy |
138,215
+24,896
| +22% | +$1.94M | 0.69% | 27 |
|
2024
Q2 | $8.23M | Buy |
113,319
+22,042
| +24% | +$1.6M | 0.53% | 39 |
|
2024
Q1 | $6.77M | Buy |
91,277
+35,731
| +64% | +$2.65M | 0.51% | 42 |
|
2023
Q4 | $3.91M | Buy |
55,546
+8,287
| +18% | +$583K | 0.29% | 95 |
|
2023
Q3 | $3.04M | Sell |
47,259
-4,624
| -9% | -$298K | 0.26% | 102 |
|
2023
Q2 | $3.5M | Buy |
51,883
+16,564
| +47% | +$1.12M | 0.31% | 87 |
|
2023
Q1 | $2.36M | Buy |
35,319
+11,426
| +48% | +$764K | 0.22% | 109 |
|
2022
Q4 | $1.47M | Sell |
23,893
-563
| -2% | -$34.7K | 0.15% | 155 |
|
2022
Q3 | $1.29M | Sell |
24,456
-4,229
| -15% | -$223K | 0.12% | 175 |
|
2022
Q2 | $1.69M | Sell |
28,685
-962
| -3% | -$56.6K | 0.18% | 128 |
|
2022
Q1 | $2.06M | Buy |
29,647
+21,957
| +286% | +$1.53M | 0.21% | 122 |
|
2021
Q4 | $574K | Sell |
7,690
-505
| -6% | -$37.7K | 0.06% | 276 |
|
2021
Q3 | $608K | Buy |
8,195
+1,777
| +28% | +$132K | 0.07% | 255 |
|
2021
Q2 | $480K | Sell |
6,418
-1,302
| -17% | -$97.4K | 0.05% | 296 |
|
2021
Q1 | $556K | Buy |
7,720
+1,359
| +21% | +$97.9K | 0.07% | 276 |
|
2020
Q4 | $439K | Sell |
6,361
-2,671
| -30% | -$184K | 0.06% | 282 |
|
2020
Q3 | $544K | Buy |
9,032
+2,930
| +48% | +$176K | 0.09% | 223 |
|
2020
Q2 | $348K | Sell |
6,102
-7,075
| -54% | -$403K | 0.06% | 278 |
|
2020
Q1 | $657K | Buy |
13,177
+3,049
| +30% | +$152K | 0.15% | 160 |
|
2019
Q4 | $660K | Buy |
10,128
+635
| +7% | +$41.4K | 0.12% | 194 |
|
2019
Q3 | $579K | Sell |
9,493
-222,412
| -96% | -$13.6M | 0.11% | 206 |
|
2019
Q2 | $23.2M | Buy |
231,905
+5,574
| +2% | +$557K | 4.11% | 3 |
|
2019
Q1 | $22.1M | Buy |
226,331
+7,222
| +3% | +$704K | 4.22% | 3 |
|
2018
Q4 | $19.5M | Sell |
219,109
-11,699
| -5% | -$1.04M | 4.59% | 2 |
|
2018
Q3 | $23.5M | Buy |
230,808
+7,833
| +4% | +$799K | 4.43% | 2 |
|
2018
Q2 | $22.2M | Buy |
222,975
+20,060
| +10% | +$2M | 4.56% | 2 |
|
2018
Q1 | $20.3M | Buy |
202,915
+6,480
| +3% | +$649K | 4.52% | 2 |
|
2017
Q4 | $20.3M | Buy |
+196,435
| New | +$20.3M | 4.56% | 2 |
|