Ironwood Wealth Management (Arizona)’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 | $47.7M | Sell |
571,299
-131,460
| -19% | -$11M | 17.41% | 1 |
|
|
2025
Q1 | $53.2M | Buy |
702,759
+8,316
| +1% | +$629K | 16.32% | 1 |
|
|
2024
Q4 | $48.8M | Buy |
694,443
+70,234
| +11% | +$4.94M | 15.14% | 1 |
|
|
2024
Q3 | $48.7M | Buy |
624,209
+22,152
| +4% | +$1.73M | 14.66% | 2 |
|
|
2024
Q2 | $43.7M | Sell |
602,057
-15,351
| -2% | -$1.12M | 14.28% | 2 |
|
|
2024
Q1 | $45.8M | Sell |
617,408
-1,066
| -0.2% | -$79.1K | 14.86% | 1 |
|
|
2023
Q4 | $43.5M | Buy |
618,474
+61,116
| +11% | +$4.3M | 14.52% | 2 |
|
|
2023
Q3 | $35.3M | Sell |
557,358
-19,560
| -3% | -$1.24M | 14.42% | 1 |
|
|
2023
Q2 | $38.9M | Buy |
576,918
+25,338
| +5% | +$1.71M | 14.5% | 2 |
|
|
2023
Q1 | $36.9M | Sell |
551,580
-21,848
| -4% | -$1.46M | 14.55% | 2 |
|
|
2022
Q4 | $35.3M | Sell |
573,428
-117,824
| -17% | -$7.26M | 14.76% | 1 |
|
|
2022
Q3 | $40.7M | Hold |
691,252
| – | – | 18.2% | 1 |
|
|
2022
Q2 | $40.7M | Buy |
691,252
+90,403
| +15% | +$5.32M | 18.2% | 1 |
|
|
2022
Q1 | $41.8M | Sell |
600,849
-14,532
| -2% | -$1.01M | 17.16% | 1 |
|
|
2021
Q4 | $45.9M | Buy |
615,381
+39,254
| +7% | +$2.93M | 20.03% | 1 |
|
|
2021
Q3 | $42.8M | Buy |
576,127
+110,059
| +24% | +$8.17M | 20.14% | 1 |
|
|
2021
Q2 | $35.2M | Buy |
466,068
+21,864
| +5% | +$1.65M | 20.27% | 1 |
|
|
2021
Q1 | $32M | Buy |
444,204
+9,986
| +2% | +$719K | 20.52% | 1 |
|
|
2020
Q4 | $30M | Buy |
434,218
+36,852
| +9% | +$2.55M | 18.64% | 1 |
|
|
2020
Q3 | $22.7M | Hold |
397,366
| – | – | 16.83% | 1 |
|
|
2020
Q2 | $22.7M | Buy |
397,366
+26,215
| +7% | +$1.5M | 16.83% | 1 |
|
|
2020
Q1 | $18.5M | Buy |
371,151
+153,227
| +70% | +$7.64M | 15.51% | 2 |
|
|
2019
Q4 | $14.2M | Buy |
217,924
+105,757
| +94% | +$6.9M | 9.92% | 3 |
|
|
2019
Q3 | $6.85M | Buy |
112,167
+4,294
| +4% | +$262K | 5.11% | 7 |
|
|
2019
Q2 | $6.62M | Buy |
107,873
+18,236
| +20% | +$1.12M | 5.07% | 7 |
|
|
2019
Q1 | $5.45M | Sell |
89,637
-1,484
| -2% | -$90.2K | 4.65% | 7 |
|
|
2018
Q4 | $5.01M | Buy |
91,121
+14,250
| +19% | +$784K | 4.83% | 7 |
|
|
2018
Q3 | $4.93M | Buy |
76,871
+3,651
| +5% | +$234K | 4.35% | 9 |
|
|
2018
Q2 | $4.64M | Buy |
+73,220
| New | +$4.64M | 4.35% | 9 |
|
|
2017
Q3 | $3.43M | Buy |
+53,437
| New | +$3.43M | 3.21% | 9 |
|