IDA
Intelligence Driven Advisers’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,260
| Closed | -$242K | – | 111 |
|
|
2024
Q1 | $242K | Buy |
+3,260
| New | +$242K | 0.04% | 83 |
|
|
2023
Q2 | – | Sell |
-9,014
| Closed | -$603K | – | 99 |
|
|
2023
Q1 | $603K | Sell |
9,014
-3,172
| -26% | -$212K | 0.11% | 49 |
|
|
2022
Q4 | $779K | Sell |
12,186
-160,810
| -93% | -$10.3M | 0.14% | 46 |
|
|
2022
Q3 | $9.4M | Sell |
172,996
-5,001
| -3% | -$272K | 1.89% | 19 |
|
|
2022
Q2 | $10.3M | Buy |
177,997
+6,583
| +4% | +$380K | 2.01% | 17 |
|
|
2022
Q1 | $11.8M | Buy |
171,414
+6,018
| +4% | +$414K | 2.15% | 15 |
|
|
2021
Q4 | $11.7M | Buy |
165,396
+7,379
| +5% | +$524K | 2.15% | 17 |
|
|
2021
Q3 | $11.7M | Buy |
158,017
+6,191
| +4% | +$459K | 2.63% | 14 |
|
|
2021
Q2 | $11.4M | Buy |
151,826
+3,634
| +2% | +$272K | 2.21% | 16 |
|
|
2021
Q1 | $10.7M | Buy |
148,192
+351
| +0.2% | +$25.3K | 2.4% | 17 |
|
|
2020
Q4 | $10.2M | Sell |
147,841
-148,694
| -50% | -$10.3M | 2.29% | 17 |
|
|
2020
Q3 | $17.9M | Buy |
296,535
+182,345
| +160% | +$11M | 4.19% | 9 |
|
|
2020
Q2 | $6.53M | Buy |
114,190
+391
| +0.3% | +$22.3K | 2.31% | 11 |
|
|
2020
Q1 | $5.68M | Buy |
113,799
+94,982
| +505% | +$4.74M | 2.63% | 10 |
|
|
2019
Q4 | $1.23M | Buy |
18,817
+4,304
| +30% | +$281K | 0.56% | 37 |
|
|
2019
Q3 | $886K | Buy |
14,513
+3,671
| +34% | +$224K | 0.42% | 36 |
|
|
2019
Q2 | $666K | Buy |
+10,842
| New | +$666K | 0.32% | 49 |
|