Investment 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 | $2.34M | Sell |
28,000
-387
| -1% | -$32.3K | 0.71% | 36 |
|
|
2025
Q1 | $2.15M | Sell |
28,387
-115
| -0.4% | -$8.7K | 0.72% | 37 |
|
|
2024
Q4 | $2M | Sell |
28,502
-766
| -3% | -$53.8K | 0.67% | 39 |
|
|
2024
Q3 | $2.28M | Sell |
29,268
-258
| -0.9% | -$20.1K | 0.79% | 32 |
|
|
2024
Q2 | $2.14M | Sell |
29,526
-70
| -0.2% | -$5.09K | 0.83% | 29 |
|
|
2024
Q1 | $2.2M | Buy |
29,596
+1,230
| +4% | +$91.3K | 0.91% | 26 |
|
|
2023
Q4 | $2M | Sell |
28,366
-442
| -2% | -$31.1K | 0.92% | 27 |
|
|
2023
Q3 | $1.85M | Buy |
28,808
+52
| +0.2% | +$3.35K | 0.96% | 25 |
|
|
2023
Q2 | $1.94M | Buy |
28,756
+2,800
| +11% | +$189K | 0.99% | 24 |
|
|
2023
Q1 | $1.74M | Sell |
25,956
-4,357
| -14% | -$291K | 1% | 26 |
|
|
2022
Q4 | $1.87M | Sell |
30,313
-78
| -0.3% | -$4.81K | 1.15% | 23 |
|
|
2022
Q3 | $1.6M | Sell |
30,391
-596
| -2% | -$31.4K | 1.11% | 25 |
|
|
2022
Q2 | $1.83M | Buy |
30,987
+326
| +1% | +$19.2K | 1.24% | 24 |
|
|
2022
Q1 | $2.13M | Sell |
30,661
-190
| -0.6% | -$13.2K | 1.29% | 20 |
|
|
2021
Q4 | $2.24M | Buy |
+30,851
| New | +$2.24M | 1.43% | 19 |
|