IAA
Independent Advisor Alliance’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
19,083
+13,167
| +223% | +$1.18M | 0.05% | 314 |
|
|
2025
Q1 | $484K | Sell |
5,916
-32,313
| -85% | -$2.64M | 0.02% | 534 |
|
|
2024
Q4 | $2.89M | Buy |
+38,229
| New | +$2.89M | 0.04% | 417 |
|
|
2024
Q3 | – | Sell |
-10,176
| Closed | -$797K | – | 725 |
|
|
2024
Q2 | $797K | Buy |
10,176
+88
| +0.9% | +$6.89K | 0.03% | 367 |
|
|
2024
Q1 | $806K | Buy |
10,088
+1,704
| +20% | +$136K | 0.03% | 359 |
|
|
2023
Q4 | $632K | Sell |
8,384
-250
| -3% | -$18.8K | 0.02% | 391 |
|
|
2023
Q3 | $595K | Hold |
8,634
| – | – | 0.03% | 382 |
|
|
2023
Q2 | $626K | Buy |
8,634
+600
| +7% | +$43.5K | 0.03% | 381 |
|
|
2023
Q1 | $575K | Hold |
8,034
| – | – | 0.03% | 393 |
|
|
2022
Q4 | $527K | Hold |
8,034
| – | – | 0.18% | 76 |
|
|
2022
Q3 | $450K | Buy |
+8,034
| New | +$450K | 0.03% | 398 |
|
|
2020
Q1 | – | Sell |
-70,201
| Closed | -$4.88M | – | 495 |
|
|
2019
Q4 | $4.88M | Buy |
+70,201
| New | +$4.88M | 0.21% | 109 |
|
|
2017
Q2 | – | Sell |
-82,195
| Closed | -$5.09M | – | 268 |
|
|
2017
Q1 | $5.09M | Buy |
+82,195
| New | +$5.09M | 0.81% | 28 |
|