IMA Advisory 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 | $5.93K | Hold |
71
| – | – | ﹤0.01% | 322 |
|
|
2025
Q1 | $5.37K | Buy |
+71
| New | +$5.37K | ﹤0.01% | 321 |
|
|
2024
Q4 | – | Sell |
-71
| Closed | -$5.54K | – | 226 |
|
|
2024
Q3 | $5.54K | Buy |
+71
| New | +$5.54K | ﹤0.01% | 250 |
|
|
2023
Q4 | – | Sell |
-1,231
| Closed | -$79.2K | – | 161 |
|
|
2023
Q3 | $79.2K | Hold |
1,231
| – | – | 0.02% | 163 |
|
|
2023
Q2 | $83.1K | Hold |
1,231
| – | – | 0.02% | 161 |
|
|
2023
Q1 | $82.3K | Hold |
1,231
| – | – | 0.02% | 158 |
|
|
2022
Q4 | $75.9K | Sell |
1,231
-9
| -0.7% | -$555 | 0.02% | 171 |
|
|
2022
Q3 | $65K | Buy |
1,240
+58
| +5% | +$3.04K | 0.02% | 176 |
|
|
2022
Q2 | $70K | Buy |
1,182
+925
| +360% | +$54.8K | 0.02% | 181 |
|
|
2022
Q1 | $18K | Buy |
257
+9
| +4% | +$630 | ﹤0.01% | 211 |
|
|
2021
Q4 | $19K | Sell |
248
-3
| -1% | -$230 | ﹤0.01% | 222 |
|
|
2021
Q3 | $19K | Hold |
251
| – | – | ﹤0.01% | 204 |
|
|
2021
Q2 | $19K | Hold |
251
| – | – | ﹤0.01% | 202 |
|
|
2021
Q1 | $18K | Hold |
251
| – | – | ﹤0.01% | 208 |
|
|
2020
Q4 | $17K | Hold |
251
| – | – | ﹤0.01% | 192 |
|
|
2020
Q3 | $15K | Buy |
251
+25
| +11% | +$1.49K | 0.01% | 188 |
|
|
2020
Q2 | $13K | Sell |
226
-1
| -0.4% | -$58 | ﹤0.01% | 193 |
|
|
2020
Q1 | $11K | Hold |
227
| – | – | ﹤0.01% | 201 |
|
|
2019
Q4 | $15K | Buy |
227
+1
| +0.4% | +$66 | 0.01% | 196 |
|
|
2019
Q3 | $14K | Hold |
226
| – | – | 0.01% | 198 |
|
|
2019
Q2 | $14K | Hold |
226
| – | – | 0.01% | 190 |
|
|
2019
Q1 | $14K | Hold |
226
| – | – | 0.01% | 196 |
|
|
2018
Q4 | $12K | Sell |
226
-39
| -15% | -$2.07K | 0.01% | 208 |
|
|
2018
Q3 | $17K | Hold |
265
| – | – | 0.01% | 196 |
|
|
2018
Q2 | $17K | Buy |
+265
| New | +$17K | 0.01% | 227 |
|