Integrated Investment Consultants’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 | $15.5M | Buy |
186,076
+10,193
| +6% | +$851K | 3.05% | 5 |
|
|
2025
Q1 | $13.3M | Buy |
175,883
+6,061
| +4% | +$459K | 2.65% | 6 |
|
|
2024
Q4 | $11.9M | Sell |
169,822
-22,093
| -12% | -$1.55M | 2.46% | 5 |
|
|
2024
Q3 | $13.1M | Buy |
191,915
+8,551
| +5% | +$585K | 2.86% | 6 |
|
|
2024
Q2 | $13.6M | Hold |
183,364
| – | – | 3.75% | 6 |
|
|
2024
Q1 | $13.6M | Sell |
183,364
-2,624
| -1% | -$195K | 3.75% | 6 |
|
|
2023
Q4 | $13.1M | Buy |
185,988
+94,327
| +103% | +$6.64M | 4.14% | 5 |
|
|
2023
Q3 | $5.9M | Sell |
91,661
-812
| -0.9% | -$52.3K | 2.14% | 13 |
|
|
2023
Q2 | $6.24M | Buy |
92,473
+16,130
| +21% | +$1.09M | 1.98% | 14 |
|
|
2023
Q1 | $5.1M | Buy |
76,343
+5,398
| +8% | +$361K | 1.6% | 14 |
|
|
2022
Q4 | $4.37M | Sell |
70,945
-75,665
| -52% | -$4.66M | 1.48% | 15 |
|
|
2022
Q3 | $7.72M | Sell |
146,610
-14,566
| -9% | -$767K | 3.07% | 7 |
|
|
2022
Q2 | $9.49M | Sell |
161,176
-2,263
| -1% | -$133K | 3.43% | 7 |
|
|
2022
Q1 | $11.4M | Buy |
163,439
+130,177
| +391% | +$9.05M | 3.09% | 7 |
|
|
2021
Q4 | $2.48M | Buy |
+33,262
| New | +$2.48M | 0.66% | 29 |
|
|
2020
Q3 | – | Sell |
-13,824
| Closed | -$790K | – | 205 |
|
|
2020
Q2 | $790K | Sell |
13,824
-3,461
| -20% | -$198K | 0.37% | 45 |
|
|
2020
Q1 | $862K | Buy |
+17,285
| New | +$862K | 0.51% | 39 |
|
|
2018
Q2 | – | Sell |
-1,889
| Closed | -$124K | – | 419 |
|
|
2018
Q1 | $124K | Buy |
+1,889
| New | +$124K | 0.05% | 280 |
|