KCFA
Key Client Fiduciary Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
3,488
+2
| +0.1% | +$167 | 0.12% | 156 |
|
|
2025
Q1 | $264K | Sell |
3,486
-145
| -4% | -$11K | 0.12% | 156 |
|
|
2024
Q4 | $255K | Hold |
3,631
| – | – | 0.11% | 160 |
|
|
2024
Q3 | $283K | Hold |
3,631
| – | – | 0.13% | 152 |
|
|
2024
Q2 | $264K | Sell |
3,631
-114
| -3% | -$8.28K | 0.13% | 147 |
|
|
2024
Q1 | $278K | Hold |
3,745
| – | – | 0.15% | 142 |
|
|
2023
Q4 | $263K | Buy |
3,745
+1
| +0% | +$70 | 0.15% | 143 |
|
|
2023
Q3 | $241K | Buy |
3,744
+12
| +0.3% | +$772 | 0.15% | 145 |
|
|
2023
Q2 | $252K | Buy |
3,732
+1
| +0% | +$67 | 0.15% | 146 |
|
|
2023
Q1 | $249K | Hold |
3,731
| – | – | 0.16% | 140 |
|
|
2022
Q4 | $230K | Buy |
+3,731
| New | +$230K | 0.16% | 131 |
|
|
2022
Q3 | – | Sell |
-3,731
| Closed | -$220K | – | 109 |
|
|
2022
Q2 | $220K | Hold |
3,731
| – | – | 0.21% | 98 |
|
|
2022
Q1 | $259K | Sell |
3,731
-201
| -5% | -$14K | 0.2% | 99 |
|
|
2021
Q4 | $293K | Buy |
+3,932
| New | +$293K | 0.24% | 95 |
|