Key Financial Inc’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 | $614K | Sell |
7,356
-245
| -3% | -$20.5K | 0.12% | 144 |
|
|
2025
Q1 | $575K | Buy |
7,601
+15
| +0.2% | +$1.14K | 0.13% | 145 |
|
|
2024
Q4 | $533K | Buy |
7,586
+534
| +8% | +$37.5K | 0.12% | 147 |
|
|
2024
Q3 | $550K | Sell |
7,052
-35
| -0.5% | -$2.73K | 0.12% | 146 |
|
|
2024
Q2 | $515K | Buy |
7,087
+754
| +12% | +$54.8K | 0.12% | 142 |
|
|
2024
Q1 | $470K | Hold |
6,333
| – | – | 0.12% | 143 |
|
|
2023
Q4 | $446K | Hold |
6,333
| – | – | 0.12% | 137 |
|
|
2023
Q3 | $408K | Buy |
6,333
+129
| +2% | +$8.3K | 0.14% | 128 |
|
|
2023
Q2 | $419K | Buy |
6,204
+1,709
| +38% | +$115K | 0.14% | 129 |
|
|
2023
Q1 | $300K | Sell |
4,495
-58
| -1% | -$3.88K | 0.11% | 152 |
|
|
2022
Q4 | $240K | Hold |
4,553
| – | – | 0.11% | 144 |
|
|
2022
Q3 | $240K | Buy |
4,553
+911
| +25% | +$48K | 0.11% | 147 |
|
|
2022
Q2 | $215K | Buy |
3,642
+327
| +10% | +$19.3K | 0.12% | 142 |
|
|
2022
Q1 | $230K | Buy |
3,315
+1,915
| +137% | +$133K | 0.11% | 143 |
|
|
2021
Q4 | $105K | Buy |
1,400
+300
| +27% | +$22.5K | 0.05% | 224 |
|
|
2021
Q3 | $82K | Hold |
1,100
| – | – | 0.05% | 252 |
|
|
2021
Q2 | $83K | Buy |
1,100
+585
| +114% | +$44.1K | 0.05% | 263 |
|
|
2021
Q1 | $37K | Hold |
515
| – | – | 0.02% | 321 |
|
|
2020
Q4 | $36K | Buy |
+515
| New | +$36K | 0.03% | 297 |
|
|
2020
Q2 | – | Sell |
-143
| Closed | -$7K | – | 339 |
|
|
2020
Q1 | $7K | Buy |
+143
| New | +$7K | 0.01% | 462 |
|