Ironwood 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 | $535K | Hold |
7,067
| – | – | 0.11% | 107 |
|
|
2025
Q1 | $535K | Buy |
7,067
+227
| +3% | +$17.2K | 0.11% | 107 |
|
|
2024
Q4 | $481K | Sell |
6,840
-40
| -0.6% | -$2.81K | 0.1% | 108 |
|
|
2024
Q3 | $537K | Buy |
6,880
+76
| +1% | +$5.93K | 0.11% | 103 |
|
|
2024
Q2 | $494K | Sell |
6,804
-530
| -7% | -$38.5K | 0.11% | 106 |
|
|
2024
Q1 | $544K | Buy |
7,334
+613
| +9% | +$45.5K | 0.13% | 104 |
|
|
2023
Q4 | $473K | Buy |
6,721
+108
| +2% | +$7.6K | 0.11% | 105 |
|
|
2023
Q3 | $426K | Hold |
6,613
| – | – | 0.11% | 101 |
|
|
2023
Q2 | $446K | Sell |
6,613
-121
| -2% | -$8.17K | 0.12% | 100 |
|
|
2023
Q1 | $450K | Buy |
6,734
+1,292
| +24% | +$86.4K | 0.13% | 100 |
|
|
2022
Q4 | $335K | Buy |
+5,442
| New | +$335K | 0.1% | 113 |
|
|
2021
Q4 | – | Sell |
-861
| Closed | -$64K | – | 308 |
|
|
2021
Q3 | $64K | Buy |
861
+225
| +35% | +$16.7K | 0.02% | 179 |
|
|
2021
Q2 | $48K | Buy |
636
+185
| +41% | +$14K | 0.01% | 191 |
|
|
2021
Q1 | $32K | Hold |
451
| – | – | 0.01% | 214 |
|
|
2020
Q4 | $31K | Hold |
451
| – | – | 0.01% | 201 |
|
|
2020
Q3 | $27K | Sell |
451
-2
| -0.4% | -$120 | 0.01% | 163 |
|
|
2020
Q2 | $26K | Buy |
453
+111
| +32% | +$6.37K | 0.01% | 154 |
|
|
2020
Q1 | $17K | Sell |
342
-3,125
| -90% | -$155K | 0.01% | 166 |
|
|
2019
Q4 | $226K | Buy |
3,467
+570
| +20% | +$37.2K | 0.1% | 47 |
|
|
2019
Q3 | $177K | Sell |
2,897
-226
| -7% | -$13.8K | 0.08% | 55 |
|
|
2019
Q2 | $192K | Buy |
3,123
+103
| +3% | +$6.33K | 0.09% | 52 |
|
|
2019
Q1 | $184K | Buy |
3,020
+623
| +26% | +$38K | 0.1% | 52 |
|
|
2018
Q4 | $132K | Buy |
+2,397
| New | +$132K | 0.07% | 61 |
|
|
2015
Q3 | $792K | Buy |
+14,999
| New | +$792K | 0.39% | 37 |
|