Investmark Advisory Group’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 | $871K | Buy |
10,434
+292
| +3% | +$24.4K | 0.41% | 54 |
|
|
2025
Q1 | $767K | Sell |
10,142
-302
| -3% | -$22.8K | 0.38% | 50 |
|
|
2024
Q4 | $734K | Buy |
10,444
+260
| +3% | +$18.3K | 0.36% | 51 |
|
|
2024
Q3 | $795K | Hold |
10,184
| – | – | 0.39% | 52 |
|
|
2024
Q2 | $740K | Buy |
10,184
+166
| +2% | +$12.1K | 0.39% | 51 |
|
|
2024
Q1 | $744K | Buy |
10,018
+24
| +0.2% | +$1.78K | 0.41% | 53 |
|
|
2023
Q4 | $703K | Buy |
9,994
+125
| +1% | +$8.79K | 0.41% | 51 |
|
|
2023
Q3 | $635K | Hold |
9,869
| – | – | 0.43% | 49 |
|
|
2023
Q2 | $666K | Buy |
9,869
+171
| +2% | +$11.5K | 0.44% | 45 |
|
|
2023
Q1 | $648K | Buy |
9,698
+33
| +0.3% | +$2.21K | 0.48% | 45 |
|
|
2022
Q4 | $596K | Buy |
9,665
+121
| +1% | +$7.46K | 0.44% | 51 |
|
|
2022
Q3 | $502K | Hold |
9,544
| – | – | 0.45% | 43 |
|
|
2022
Q2 | $561K | Buy |
9,544
+192
| +2% | +$11.3K | 0.55% | 35 |
|
|
2022
Q1 | $650K | Buy |
9,352
+30
| +0.3% | +$2.09K | 0.67% | 31 |
|
|
2021
Q4 | $695K | Buy |
+9,322
| New | +$695K | 0.65% | 28 |
|