Intrua Financial’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 | $3.43M | Sell |
41,125
-21,015
| -34% | -$1.75M | 0.46% | 40 |
|
2025
Q1 | $4.7M | Sell |
62,140
-6,890
| -10% | -$521K | 0.68% | 25 |
|
2024
Q4 | $4.85M | Buy |
69,030
+7,422
| +12% | +$522K | 0.74% | 26 |
|
2024
Q3 | $4.81M | Buy |
61,608
+441
| +0.7% | +$34.4K | 0.71% | 24 |
|
2024
Q2 | $4.44M | Sell |
61,167
-213
| -0.3% | -$15.5K | 0.66% | 31 |
|
2024
Q1 | $4.56M | Sell |
61,380
-3,050
| -5% | -$226K | 0.66% | 31 |
|
2023
Q4 | $4.53M | Sell |
64,430
-11,101
| -15% | -$781K | 0.66% | 34 |
|
2023
Q3 | $4.86M | Sell |
75,531
-6,057
| -7% | -$390K | 0.82% | 25 |
|
2023
Q2 | $5.51M | Sell |
81,588
-3,591
| -4% | -$242K | 0.93% | 26 |
|
2023
Q1 | $5.82M | Buy |
85,179
+20,768
| +32% | +$1.42M | 1.21% | 18 |
|
2022
Q4 | $4.25M | Sell |
64,411
-21,460
| -25% | -$1.42M | 0.98% | 22 |
|
2022
Q3 | $4.52M | Sell |
85,871
-4,185
| -5% | -$220K | 1.2% | 16 |
|
2022
Q2 | $5.3M | Buy |
90,056
+4,895
| +6% | +$288K | 1.13% | 16 |
|
2022
Q1 | $5.92M | Sell |
85,161
-255
| -0.3% | -$17.7K | 1.06% | 21 |
|
2021
Q4 | $6.38M | Sell |
85,416
-345
| -0.4% | -$25.7K | 1.11% | 20 |
|
2021
Q3 | $6.53M | Buy |
85,761
+2,961
| +4% | +$226K | 1.2% | 16 |
|
2021
Q2 | $6.37M | Buy |
82,800
+5,956
| +8% | +$458K | 1.52% | 12 |
|
2021
Q1 | $5.77M | Buy |
76,844
+70,223
| +1,061% | +$5.27M | 1.47% | 13 |
|
2020
Q4 | $457K | Buy |
6,621
+192
| +3% | +$13.3K | 0.2% | 102 |
|
2020
Q3 | $420K | Sell |
6,429
-5,261
| -45% | -$344K | 0.21% | 106 |
|
2020
Q2 | $718K | Buy |
+11,690
| New | +$718K | 0.27% | 82 |
|