Independent Solutions Wealth Management’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 | $10.5M | Sell |
125,410
-570
| -0.5% | -$47.6K | 2.04% | 11 |
|
|
2025
Q1 | $9.53M | Buy |
125,980
+2,272
| +2% | +$172K | 2.13% | 9 |
|
|
2024
Q4 | $8.69M | Sell |
123,708
-24,691
| -17% | -$1.74M | 1.9% | 11 |
|
|
2024
Q3 | $11.6M | Buy |
148,399
+5,315
| +4% | +$415K | 2.62% | 8 |
|
|
2024
Q2 | $10.4M | Buy |
143,084
+410
| +0.3% | +$29.8K | 2.38% | 9 |
|
|
2024
Q1 | $10.6M | Buy |
142,674
+1,286
| +0.9% | +$95.4K | 2.51% | 7 |
|
|
2023
Q4 | $9.95M | Sell |
141,388
-1,374
| -1% | -$96.7K | 2.55% | 7 |
|
|
2023
Q3 | $9.19M | Sell |
142,762
-1,294
| -0.9% | -$83.3K | 2.39% | 7 |
|
|
2023
Q2 | $9.72M | Sell |
144,056
-561
| -0.4% | -$37.9K | 2.45% | 7 |
|
|
2023
Q1 | $9.67M | Sell |
144,617
-7,126
| -5% | -$476K | 2.85% | 7 |
|
|
2022
Q4 | $9.35M | Sell |
151,743
-12,523
| -8% | -$772K | 2.85% | 6 |
|
|
2022
Q3 | $8.65M | Sell |
164,266
-1,206
| -0.7% | -$63.5K | 2.84% | 9 |
|
|
2022
Q2 | $9.74M | Buy |
165,472
+37,808
| +30% | +$2.22M | 3.04% | 6 |
|
|
2022
Q1 | $8.87M | Buy |
127,664
+1,358
| +1% | +$94.4K | 2.09% | 11 |
|
|
2021
Q4 | $9.43M | Sell |
126,306
-2,482
| -2% | -$185K | 2.22% | 11 |
|
|
2021
Q3 | $9.56M | Sell |
128,788
-12,121
| -9% | -$900K | 2.37% | 10 |
|
|
2021
Q2 | $10.5M | Sell |
140,909
-3,425
| -2% | -$256K | 2.56% | 9 |
|
|
2021
Q1 | $10.4M | Buy |
144,334
+9,549
| +7% | +$688K | 2.86% | 8 |
|
|
2020
Q4 | $9.31M | Buy |
134,785
+6,741
| +5% | +$466K | 2.91% | 9 |
|
|
2020
Q3 | $7.72M | Buy |
128,044
+1,508
| +1% | +$90.9K | 2.94% | 9 |
|
|
2020
Q2 | $7.23M | Sell |
126,536
-5,979
| -5% | -$342K | 3.09% | 7 |
|
|
2020
Q1 | $6.61M | Buy |
132,515
+12,378
| +10% | +$618K | 3.65% | 7 |
|
|
2019
Q4 | $7.84M | Buy |
+120,137
| New | +$7.84M | 3.47% | 6 |
|