IAN
Integrated Advisors Network’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 | $20.1M | Buy |
241,194
+2,597
| +1% | +$217K | 0.91% | 13 |
|
|
2025
Q1 | $18M | Buy |
238,597
+1,245
| +0.5% | +$94.2K | 0.91% | 16 |
|
|
2024
Q4 | $16.7M | Sell |
237,352
-8,500
| -3% | -$597K | 0.8% | 23 |
|
|
2024
Q3 | $19.2M | Sell |
245,852
-1,453
| -0.6% | -$113K | 0.91% | 15 |
|
|
2024
Q2 | $18M | Buy |
247,305
+373
| +0.2% | +$27.1K | 0.92% | 16 |
|
|
2024
Q1 | $18.3M | Buy |
246,932
+3,692
| +2% | +$274K | 0.93% | 13 |
|
|
2023
Q4 | $17.1M | Buy |
243,240
+263
| +0.1% | +$18.5K | 0.97% | 15 |
|
|
2023
Q3 | $15.6M | Buy |
242,977
+8,390
| +4% | +$540K | 0.96% | 17 |
|
|
2023
Q2 | $15.8M | Buy |
234,587
+7,521
| +3% | +$508K | 0.91% | 16 |
|
|
2023
Q1 | $15.2M | Sell |
227,066
-9,539
| -4% | -$638K | 0.91% | 14 |
|
|
2022
Q4 | $14.6M | Buy |
236,605
+8,950
| +4% | +$552K | 0.94% | 14 |
|
|
2022
Q3 | $12M | Buy |
227,655
+144,401
| +173% | +$7.61M | 0.81% | 19 |
|
|
2022
Q2 | $4.9M | Buy |
83,254
+2,574
| +3% | +$151K | 0.32% | 83 |
|
|
2022
Q1 | $5.61M | Sell |
80,680
-1,830
| -2% | -$127K | 0.33% | 71 |
|
|
2021
Q4 | $6.16M | Sell |
82,510
-10,648
| -11% | -$795K | 0.36% | 63 |
|
|
2021
Q3 | $6.92M | Buy |
93,158
+30,129
| +48% | +$2.24M | 0.46% | 44 |
|
|
2021
Q2 | $4.72M | Buy |
63,029
+14,878
| +31% | +$1.11M | 0.35% | 69 |
|
|
2021
Q1 | $3.47M | Sell |
48,151
-454
| -0.9% | -$32.7K | 0.32% | 85 |
|
|
2020
Q4 | $3.36M | Sell |
48,605
-23,119
| -32% | -$1.6M | 0.37% | 73 |
|
|
2020
Q3 | $4.32M | Sell |
71,724
-14,125
| -16% | -$852K | 0.55% | 44 |
|
|
2020
Q2 | $4.91M | Buy |
85,849
+16,632
| +24% | +$951K | 0.58% | 39 |
|
|
2020
Q1 | $3.45M | Buy |
69,217
+4,061
| +6% | +$203K | 0.68% | 35 |
|
|
2019
Q4 | $4.25M | Buy |
+65,156
| New | +$4.25M | 0.57% | 43 |
|