IFP 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 | $13.5M | Buy |
161,692
+25,792
| +19% | +$2.15M | 0.38% | 46 |
|
|
2025
Q1 | $10.3M | Buy |
135,900
+63,778
| +88% | +$4.82M | 0.32% | 62 |
|
|
2024
Q4 | $5.07M | Sell |
72,122
-19,313
| -21% | -$1.36M | 0.17% | 134 |
|
|
2024
Q3 | $7.14M | Buy |
91,435
+39,967
| +78% | +$3.12M | 0.26% | 81 |
|
|
2024
Q2 | $3.74M | Buy |
51,468
+16,061
| +45% | +$1.17M | 0.15% | 141 |
|
|
2024
Q1 | $2.63M | Sell |
35,407
-3,045
| -8% | -$226K | 0.12% | 189 |
|
|
2023
Q4 | $2.71M | Buy |
38,452
+7,005
| +22% | +$493K | 0.13% | 168 |
|
|
2023
Q3 | $2.02M | Sell |
31,447
-28,616
| -48% | -$1.84M | 0.09% | 229 |
|
|
2023
Q2 | $4.05M | Sell |
60,063
-6,070
| -9% | -$410K | 0.17% | 121 |
|
|
2023
Q1 | $4.37M | Sell |
66,133
-119,564
| -64% | -$7.9M | 0.19% | 106 |
|
|
2022
Q4 | $12.3M | Sell |
185,697
-10,838
| -6% | -$717K | 0.33% | 54 |
|
|
2022
Q3 | $13M | Buy |
196,535
+20,106
| +11% | +$1.33M | 0.34% | 50 |
|
|
2022
Q2 | $11.7M | Hold |
176,429
| – | – | 0.37% | 49 |
|
|
2022
Q1 | $11.7M | Buy |
176,429
+120,732
| +217% | +$8M | 0.37% | 49 |
|
|
2021
Q4 | $4.16M | Buy |
55,697
+8,557
| +18% | +$639K | 0.08% | 144 |
|
|
2021
Q3 | $3.5M | Buy |
47,140
+1,277
| +3% | +$94.8K | 0.07% | 162 |
|
|
2021
Q2 | $3.43M | Buy |
45,863
+3,072
| +7% | +$229K | 0.07% | 163 |
|
|
2021
Q1 | $3.08M | Sell |
42,791
-8,418
| -16% | -$605K | 0.06% | 158 |
|
|
2020
Q4 | $3.53M | Sell |
51,209
-16,867
| -25% | -$1.16M | 0.14% | 117 |
|
|
2020
Q3 | $4.1M | Buy |
68,076
+3,684
| +6% | +$222K | 0.25% | 81 |
|
|
2020
Q2 | $3.69M | Sell |
64,392
-14,115
| -18% | -$809K | 0.29% | 72 |
|
|
2020
Q1 | $3.98M | Sell |
78,507
-13,701
| -15% | -$694K | 0.4% | 53 |
|
|
2019
Q4 | $6.03M | Sell |
92,208
-29,657
| -24% | -$1.94M | 0.45% | 40 |
|
|
2019
Q3 | $7.42M | Buy |
+121,865
| New | +$7.42M | 0.5% | 41 |
|
|
2019
Q1 | $7.76M | Sell |
127,569
-47,816
| -27% | -$2.91M | 1.06% | 13 |
|
|
2018
Q4 | $9.61M | Sell |
175,385
-281,301
| -62% | -$15.4M | 0.59% | 26 |
|
|
2018
Q3 | $29.3M | Sell |
456,686
-414
| -0.1% | -$26.5K | 1.19% | 7 |
|
|
2018
Q2 | $29M | Buy |
457,100
+78,614
| +21% | +$4.98M | 1.22% | 7 |
|
|
2018
Q1 | $25M | Hold |
378,486
| – | – | 1.13% | 8 |
|
|
2017
Q4 | $25M | Buy |
378,486
+56,794
| +18% | +$3.75M | 1.13% | 8 |
|
|
2017
Q3 | $20.6M | Buy |
321,692
+81,908
| +34% | +$5.26M | 0.82% | 12 |
|
|
2017
Q2 | $14.6M | Buy |
239,784
+53,058
| +28% | +$3.23M | 0.62% | 22 |
|
|
2017
Q1 | $10.8M | Buy |
186,726
+35,730
| +24% | +$2.07M | 0.47% | 36 |
|
|
2016
Q4 | $8.1M | Buy |
150,996
+11,358
| +8% | +$609K | 0.39% | 49 |
|
|
2016
Q3 | $7.7M | Buy |
139,638
+27,497
| +25% | +$1.52M | 0.4% | 49 |
|
|
2016
Q2 | $5.82M | Sell |
112,141
-15,428
| -12% | -$801K | 0.32% | 61 |
|
|
2016
Q1 | $7.76M | Buy |
127,569
+81,110
| +175% | +$4.93M | 1.06% | 13 |
|
|
2015
Q4 | $2.53M | Buy |
+46,459
| New | +$2.53M | 0.17% | 124 |
|