I2I
Insight 2811 Inc’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 | $6.92M | Buy |
82,878
+1,291
| +2% | +$108K | 3.28% | 7 |
|
|
2025
Q1 | $6.17M | Sell |
81,587
-3,720
| -4% | -$281K | 3.13% | 7 |
|
|
2024
Q4 | $6M | Sell |
85,307
-2,088
| -2% | -$147K | 3.09% | 7 |
|
|
2024
Q3 | $6.82M | Sell |
87,395
-3,598
| -4% | -$281K | 3.4% | 8 |
|
|
2024
Q2 | $6.61M | Sell |
90,993
-4,689
| -5% | -$341K | 3.43% | 7 |
|
|
2024
Q1 | $7.1M | Buy |
95,682
+946
| +1% | +$70.2K | 3.65% | 7 |
|
|
2023
Q4 | $6.66M | Sell |
94,736
-3,216
| -3% | -$226K | 3.63% | 7 |
|
|
2023
Q3 | $6.3M | Buy |
97,952
+67,555
| +222% | +$4.35M | 3.58% | 7 |
|
|
2023
Q2 | $2.05M | Buy |
30,397
+449
| +1% | +$30.3K | 1.12% | 12 |
|
|
2023
Q1 | $2M | Sell |
29,948
-729
| -2% | -$48.7K | 1.24% | 9 |
|
|
2022
Q4 | $1.89M | Buy |
30,677
+1,947
| +7% | +$120K | 1.17% | 9 |
|
|
2022
Q3 | $1.51M | Buy |
28,730
+39
| +0.1% | +$2.05K | 1.02% | 9 |
|
|
2022
Q2 | $1.69M | Sell |
28,691
-977
| -3% | -$57.5K | 1.1% | 9 |
|
|
2022
Q1 | $2.06M | Buy |
29,668
+1,918
| +7% | +$133K | 1.22% | 9 |
|
|
2021
Q4 | $2.07M | Buy |
27,750
+78
| +0.3% | +$5.82K | 1.18% | 10 |
|
|
2021
Q3 | $2.06M | Buy |
27,672
+1,562
| +6% | +$116K | 1.21% | 9 |
|
|
2021
Q2 | $1.96M | Buy |
26,110
+134
| +0.5% | +$10K | 1.1% | 9 |
|
|
2021
Q1 | $1.87M | Buy |
25,976
+364
| +1% | +$26.2K | 1.09% | 10 |
|
|
2020
Q4 | $1.77M | Buy |
25,612
+1,872
| +8% | +$129K | 1.04% | 12 |
|
|
2020
Q3 | $1.43M | Buy |
23,740
+591
| +3% | +$35.6K | 0.89% | 13 |
|
|
2020
Q2 | $1.36M | Buy |
23,149
+612
| +3% | +$36.1K | 0.9% | 12 |
|
|
2020
Q1 | $1.12M | Sell |
22,537
-529
| -2% | -$26.4K | 0.82% | 14 |
|
|
2019
Q4 | $1.51M | Sell |
23,066
-927
| -4% | -$60.5K | 0.99% | 13 |
|
|
2019
Q3 | $1.47M | Buy |
23,993
+495
| +2% | +$30.2K | 1.04% | 10 |
|
|
2019
Q2 | $1.47M | Sell |
23,498
-1,064
| -4% | -$66.4K | 1.06% | 10 |
|
|
2019
Q1 | $1.49M | Sell |
24,562
-39,894
| -62% | -$2.42M | 1.14% | 10 |
|
|
2018
Q4 | $3.55M | Sell |
64,456
-99,521
| -61% | -$5.47M | 3.01% | 5 |
|
|
2018
Q3 | $10.5M | Sell |
163,977
-123,485
| -43% | -$7.91M | 7.1% | 5 |
|
|
2018
Q2 | $18.2M | Buy |
287,462
+8,873
| +3% | +$562K | 12.63% | 2 |
|
|
2018
Q1 | $18.4M | Buy |
278,589
+3,464
| +1% | +$228K | 13.17% | 2 |
|
|
2017
Q4 | $18.2M | Sell |
275,125
-4,959
| -2% | -$328K | 13.33% | 1 |
|
|
2017
Q3 | $18M | Buy |
280,084
+14,613
| +6% | +$938K | 13.3% | 1 |
|
|
2017
Q2 | $16.2M | Buy |
265,471
+60,887
| +30% | +$3.71M | 12.32% | 1 |
|
|
2017
Q1 | $11.9M | Buy |
204,584
+1,089
| +0.5% | +$63.1K | 9.07% | 4 |
|
|
2016
Q4 | $10.9M | Buy |
+203,495
| New | +$10.9M | 8.89% | 4 |
|
|
2015
Q3 | – | Sell |
-185,421
| Closed | -$10.8M | – | 110 |
|
|
2015
Q2 | $10.8M | Buy |
+185,421
| New | +$10.8M | 5.17% | 4 |
|