IAA
Independent Advisor Alliance’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
29,164
-360
| -1% | -$30.1K | 0.07% | 238 |
|
|
2025
Q1 | $2.23M | Sell |
29,524
-198,950
| -87% | -$15.1M | 0.07% | 238 |
|
|
2024
Q4 | $16.1M | Buy |
228,474
+198,764
| +669% | +$14M | 0.21% | 99 |
|
|
2024
Q3 | $2.32M | Sell |
29,710
-747
| -2% | -$58.3K | 0.08% | 198 |
|
|
2024
Q2 | $2.21M | Buy |
30,457
+1,748
| +6% | +$127K | 0.08% | 208 |
|
|
2024
Q1 | $2.13M | Sell |
28,709
-605
| -2% | -$44.9K | 0.08% | 207 |
|
|
2023
Q4 | $2.06M | Sell |
29,314
-12
| -0% | -$844 | 0.07% | 206 |
|
|
2023
Q3 | $1.89M | Sell |
29,326
-48
| -0.2% | -$3.09K | 0.09% | 201 |
|
|
2023
Q2 | $1.98M | Sell |
29,374
-487
| -2% | -$32.9K | 0.09% | 192 |
|
|
2023
Q1 | $2M | Sell |
29,861
-3,740
| -11% | -$250K | 0.1% | 193 |
|
|
2022
Q4 | $2.07M | Buy |
33,601
+562
| +2% | +$34.6K | 0.71% | 23 |
|
|
2022
Q3 | $1.74M | Sell |
33,039
-1,540
| -4% | -$81.1K | 0.1% | 189 |
|
|
2022
Q2 | $2.04M | Buy |
34,579
+1,568
| +5% | +$92.3K | 0.11% | 162 |
|
|
2022
Q1 | $2.3M | Sell |
33,011
-875
| -3% | -$60.8K | 0.11% | 163 |
|
|
2021
Q4 | $2.53M | Sell |
33,886
-303
| -0.9% | -$22.6K | 0.12% | 136 |
|
|
2021
Q3 | $2.54M | Buy |
34,189
+576
| +2% | +$42.8K | 0.14% | 134 |
|
|
2021
Q2 | $2.52M | Buy |
33,613
+10,407
| +45% | +$779K | 0.14% | 147 |
|
|
2021
Q1 | $1.67M | Buy |
23,206
+192
| +0.8% | +$13.8K | 0.1% | 177 |
|
|
2020
Q4 | $1.59M | Sell |
23,014
-394
| -2% | -$27.2K | 0.11% | 152 |
|
|
2020
Q3 | $1.38M | Sell |
23,408
-2,995
| -11% | -$176K | 0.1% | 146 |
|
|
2020
Q2 | $1.58M | Sell |
26,403
-459
| -2% | -$27.5K | 0.17% | 113 |
|
|
2020
Q1 | $1.34M | Sell |
26,862
-596,672
| -96% | -$29.8M | 0.2% | 95 |
|
|
2019
Q4 | $40.7M | Buy |
623,534
+586,442
| +1,581% | +$38.3M | 1.77% | 6 |
|
|
2019
Q3 | $2.38M | Buy |
37,092
+4,496
| +14% | +$289K | 0.29% | 81 |
|
|
2019
Q2 | $2K | Buy |
32,596
+6,042
| +23% | +$371 | ﹤0.01% | 408 |
|
|
2019
Q1 | $1.61M | Sell |
26,554
-2,846
| -10% | -$173K | 0.23% | 100 |
|
|
2018
Q4 | $1.71M | Buy |
29,400
+2,966
| +11% | +$173K | 0.3% | 78 |
|
|
2018
Q3 | $2K | Buy |
26,434
+2,398
| +10% | +$181 | ﹤0.01% | 362 |
|
|
2018
Q2 | $2K | Sell |
24,036
-3,644
| -13% | -$303 | ﹤0.01% | 342 |
|
|
2018
Q1 | $1.62M | Buy |
+27,680
| New | +$1.62M | 0.36% | 73 |
|
|
2017
Q2 | – | Sell |
-68,725
| Closed | -$3.96M | – | 303 |
|
|
2017
Q1 | $3.96M | Buy |
+68,725
| New | +$3.96M | 0.63% | 44 |
|