Insight Wealth Strategies’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 | $265K | Buy |
3,185
+11
| +0.3% | +$916 | 0.03% | 146 |
|
|
2025
Q1 | $240K | Buy |
+3,174
| New | +$240K | 0.03% | 143 |
|
|
2022
Q1 | – | Sell |
-2,959
| Closed | -$221K | – | 163 |
|
|
2021
Q4 | $221K | Sell |
2,959
-23,289
| -89% | -$1.74M | 0.03% | 143 |
|
|
2021
Q3 | $1.95M | Buy |
26,248
+15,998
| +156% | +$1.19M | 0.27% | 51 |
|
|
2021
Q2 | $767K | Sell |
10,250
-10,551
| -51% | -$790K | 0.11% | 120 |
|
|
2021
Q1 | $1.5M | Buy |
20,801
+9,255
| +80% | +$667K | 0.2% | 73 |
|
|
2020
Q4 | $798K | Buy |
11,546
+61
| +0.5% | +$4.22K | 0.14% | 89 |
|
|
2020
Q3 | $692K | Buy |
11,485
+253
| +2% | +$15.2K | 0.13% | 80 |
|
|
2020
Q2 | $642K | Sell |
11,232
-7,574
| -40% | -$433K | 0.14% | 67 |
|
|
2020
Q1 | $938K | Sell |
18,806
-9,053
| -32% | -$452K | 0.25% | 36 |
|
|
2019
Q4 | $1.82M | Buy |
27,859
+5,785
| +26% | +$378K | 0.38% | 54 |
|
|
2019
Q3 | $1.35M | Buy |
22,074
+5,097
| +30% | +$311K | 0.32% | 59 |
|
|
2019
Q2 | $1.04M | Buy |
16,977
+5,871
| +53% | +$360K | 0.25% | 63 |
|
|
2019
Q1 | $675K | Buy |
+11,106
| New | +$675K | 0.19% | 78 |
|