INVST’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
Q1
$1.69M Sell
22,307
-2,976
-12% -$225K 0.23% 83
2024
Q4
$1.78M Sell
25,283
-15,439
-38% -$1.09M 0.22% 82
2024
Q3
$3.18M Buy
40,722
+2,128
+6% +$166K 0.38% 49
2024
Q2
$2.81M Buy
38,594
+4,857
+14% +$353K 0.31% 54
2024
Q1
$2.49M Buy
33,737
+7,971
+31% +$589K 0.3% 56
2023
Q4
$1.8M Buy
25,766
+16,294
+172% +$1.14M 0.23% 67
2023
Q3
$610K Buy
+9,472
New +$610K 0.09% 136
2021
Q4
Sell
-2,726
Closed -$202K 191
2021
Q3
$202K Sell
2,726
-1
-0% -$74 0.03% 186
2021
Q2
$203K Buy
+2,727
New +$203K 0.03% 187
2021
Q1
Sell
-33,924
Closed -$2.34M 198
2020
Q4
$2.34M Sell
33,924
-18,215
-35% -$1.26M 0.43% 44
2020
Q3
$3.16M Buy
52,139
+7,270
+16% +$441K 0.74% 35
2020
Q2
$2.58M Sell
44,869
-41,817
-48% -$2.4M 0.77% 37
2020
Q1
$4.13M Buy
86,686
+27,966
+48% +$1.33M 1.71% 26
2019
Q4
$3.83M Buy
58,720
+21,605
+58% +$1.41M 1.44% 26
2019
Q3
$2.25M Buy
+37,115
New +$2.25M 1.01% 29