Insigneo Advisory Services’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 | $1.01M | Buy |
12,120
+6,629
| +121% | +$553K | 0.09% | 185 |
|
|
2025
Q1 | $415K | Buy |
5,491
+15
| +0.3% | +$1.14K | 0.04% | 343 |
|
|
2024
Q4 | $385K | Buy |
5,476
+921
| +20% | +$64.7K | 0.04% | 353 |
|
|
2024
Q3 | $356K | Buy |
4,555
+280
| +7% | +$21.9K | 0.04% | 398 |
|
|
2024
Q2 | $300K | Sell |
4,275
-1,419
| -25% | -$99.5K | 0.03% | 411 |
|
|
2024
Q1 | $423K | Buy |
5,694
+1,272
| +29% | +$94.4K | 0.05% | 300 |
|
|
2023
Q4 | $311K | Sell |
4,422
-894
| -17% | -$62.9K | 0.04% | 323 |
|
|
2023
Q3 | $342K | Buy |
+5,316
| New | +$342K | 0.07% | 261 |
|