Johnson Financial Group LLC (Colorado)’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 | $700K | Hold |
8,381
| – | – | 0.07% | 33 |
|
|
2025
Q1 | $634K | Buy |
8,381
+4,914
| +142% | +$372K | 0.07% | 45 |
|
|
2024
Q4 | $244K | Sell |
3,467
-2,172
| -39% | -$153K | 0.03% | 45 |
|
|
2024
Q3 | $440K | Buy |
5,639
+2,413
| +75% | +$188K | 0.05% | 34 |
|
|
2024
Q2 | $234K | Buy |
+3,226
| New | +$234K | 0.03% | 39 |
|
|
2021
Q2 | – | Sell |
-4,015
| Closed | -$289K | – | 85 |
|
|
2021
Q1 | $289K | Buy |
+4,015
| New | +$289K | 0.07% | 52 |
|