IA
Insight Advisors’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 | $289K | Buy |
3,467
+7
| +0.2% | +$584 | 0.05% | 219 |
|
|
2025
Q1 | $262K | Sell |
3,460
-700
| -17% | -$53K | 0.05% | 238 |
|
|
2024
Q4 | $293K | Sell |
4,160
-78
| -2% | -$5.49K | 0.05% | 220 |
|
|
2024
Q3 | $331K | Sell |
4,238
-113
| -3% | -$8.82K | 0.06% | 210 |
|
|
2024
Q2 | $316K | Buy |
4,351
+737
| +20% | +$53.5K | 0.06% | 216 |
|
|
2024
Q1 | $268K | Buy |
3,614
+301
| +9% | +$22.3K | 0.05% | 245 |
|
|
2023
Q4 | $233K | Hold |
3,313
| – | – | 0.05% | 248 |
|
|
2023
Q3 | $213K | Hold |
3,313
| – | – | 0.05% | 253 |
|
|
2023
Q2 | $224K | Sell |
3,313
-194
| -6% | -$13.1K | 0.05% | 257 |
|
|
2023
Q1 | $234K | Hold |
3,507
| – | – | 0.06% | 267 |
|
|
2022
Q4 | $218K | Buy |
+3,507
| New | +$218K | 0.08% | 291 |
|
|
2022
Q3 | – | Sell |
-3,447
| Closed | -$213K | – | 296 |
|
|
2022
Q2 | $213K | Hold |
3,447
| – | – | 0.07% | 278 |
|
|
2022
Q1 | $240K | Sell |
3,447
-900
| -21% | -$62.7K | 0.07% | 280 |
|
|
2021
Q4 | $324K | Sell |
4,347
-75
| -2% | -$5.59K | 0.1% | 239 |
|
|
2021
Q3 | $343K | Sell |
4,422
-583
| -12% | -$45.2K | 0.1% | 228 |
|
|
2021
Q2 | $380K | Sell |
5,005
-822
| -14% | -$62.4K | 0.12% | 209 |
|
|
2021
Q1 | $433K | Hold |
5,827
| – | – | 0.14% | 194 |
|
|
2020
Q4 | $403K | Buy |
+5,827
| New | +$403K | 0.15% | 172 |
|