IF
Ironwood Financial’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.27M | Hold |
88,993
| – | – | 1.56% | 18 |
|
|
2025
Q1 | $7.27M | Sell |
88,993
-1,989
| -2% | -$163K | 1.56% | 18 |
|
|
2024
Q4 | $6.88M | Sell |
90,982
-3,253
| -3% | -$246K | 1.44% | 19 |
|
|
2024
Q3 | $7.88M | Sell |
94,235
-876
| -0.9% | -$73.3K | 1.66% | 16 |
|
|
2024
Q2 | $7.45M | Sell |
95,111
-1,220
| -1% | -$95.6K | 1.67% | 14 |
|
|
2024
Q1 | $7.69M | Sell |
96,331
-1,804
| -2% | -$144K | 1.77% | 15 |
|
|
2023
Q4 | $7.39M | Buy |
98,135
+744
| +0.8% | +$56.1K | 1.79% | 16 |
|
|
2023
Q3 | $6.71M | Buy |
97,391
+3,265
| +3% | +$225K | 1.8% | 16 |
|
|
2023
Q2 | $6.82M | Buy |
94,126
+4,185
| +5% | +$303K | 1.79% | 15 |
|
|
2023
Q1 | $6.43M | Buy |
89,941
+2,502
| +3% | +$179K | 1.79% | 16 |
|
|
2022
Q4 | $5.74M | Sell |
87,439
-6,213
| -7% | -$408K | 1.79% | 17 |
|
|
2022
Q3 | $5.25M | Buy |
93,652
+1,840
| +2% | +$103K | 1.74% | 17 |
|
|
2022
Q2 | $5.74M | Buy |
91,812
+4,531
| +5% | +$283K | 1.84% | 16 |
|
|
2022
Q1 | $6.42M | Sell |
87,281
-13
| -0% | -$957 | 1.81% | 18 |
|
|
2021
Q4 | $6.87M | Buy |
87,294
+4,124
| +5% | +$324K | 1.88% | 17 |
|
|
2021
Q3 | $6.49M | Buy |
83,170
+1,402
| +2% | +$109K | 1.9% | 18 |
|
|
2021
Q2 | $6.45M | Buy |
81,768
+17,871
| +28% | +$1.41M | 1.94% | 20 |
|
|
2021
Q1 | $4.85M | Buy |
63,897
+2,792
| +5% | +$212K | 1.58% | 21 |
|
|
2020
Q4 | $4.46M | Buy |
61,105
+20,881
| +52% | +$1.52M | 1.67% | 16 |
|
|
2020
Q3 | $2.56M | Buy |
40,224
+16,075
| +67% | +$1.02M | 1.29% | 19 |
|
|
2020
Q2 | $1.47M | Buy |
24,149
+1,341
| +6% | +$81.6K | 0.79% | 20 |
|
|
2020
Q1 | $1.22M | Sell |
22,808
-131,908
| -85% | -$7.05M | 0.83% | 12 |
|
|
2019
Q4 | $10.7M | Buy |
154,716
+2,086
| +1% | +$145K | 4.92% | 7 |
|
|
2019
Q3 | $9.95M | Buy |
152,630
+1,387
| +0.9% | +$90.4K | 4.78% | 7 |
|
|
2019
Q2 | $9.94M | Sell |
151,243
-185
| -0.1% | -$12.2K | 4.88% | 6 |
|
|
2019
Q1 | $9.82M | Buy |
151,428
+960
| +0.6% | +$62.3K | 5.08% | 6 |
|
|
2018
Q4 | $8.85M | Buy |
150,468
+2,674
| +2% | +$157K | 4.96% | 7 |
|
|
2018
Q3 | $10M | Buy |
147,794
+3,890
| +3% | +$264K | 5.33% | 4 |
|
|
2018
Q2 | $9.64M | Buy |
143,904
+172
| +0.1% | +$11.5K | 5.58% | 6 |
|
|
2018
Q1 | $10M | Buy |
143,732
+3,675
| +3% | +$256K | 10.86% | 2 |
|
|
2017
Q4 | $9.85M | Sell |
140,057
-1,667
| -1% | -$117K | 5.93% | 4 |
|
|
2017
Q3 | $9.71M | Buy |
141,724
+29
| +0% | +$1.99K | 5.99% | 4 |
|
|
2017
Q2 | $9.24M | Buy |
141,695
+2,952
| +2% | +$192K | 5.94% | 6 |
|
|
2017
Q1 | $8.64M | Buy |
138,743
+1,459
| +1% | +$90.9K | 5.73% | 6 |
|
|
2016
Q4 | $7.93M | Sell |
137,284
-9,077
| -6% | -$524K | 5.56% | 7 |
|
|
2016
Q3 | $8.65M | Sell |
146,361
-642
| -0.4% | -$38K | 6.2% | 6 |
|
|
2016
Q2 | $8.21M | Sell |
147,003
-10,441
| -7% | -$583K | 6.13% | 6 |
|
|
2016
Q1 | $9M | Buy |
+157,444
| New | +$9M | 6.97% | 3 |
|
|
2015
Q3 | $9.52M | Sell |
166,064
-6,397
| -4% | -$367K | 4.68% | 5 |
|
|
2015
Q2 | $10.9M | Buy |
172,461
+3,316
| +2% | +$211K | 5.19% | 4 |
|
|
2015
Q1 | $10.9M | Buy |
169,145
+8,091
| +5% | +$519K | 5.22% | 4 |
|
|
2014
Q4 | $9.89M | Buy |
+161,054
| New | +$9.89M | 5.45% | 4 |
|