KFA Private Wealth Group’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 | $365K | Buy |
4,367
+65
| +2% | +$5.43K | 0.11% | 88 |
|
|
2025
Q1 | $325K | Hold |
4,302
| – | – | 0.11% | 79 |
|
|
2024
Q4 | $302K | Sell |
4,302
-1,093
| -20% | -$76.8K | 0.13% | 69 |
|
|
2024
Q3 | $421K | Buy |
5,395
+31
| +0.6% | +$2.42K | 0.2% | 47 |
|
|
2024
Q2 | $390K | Sell |
5,364
-2,338
| -30% | -$170K | 0.2% | 53 |
|
|
2024
Q1 | $572K | Buy |
7,702
+390
| +5% | +$28.9K | 0.18% | 53 |
|
|
2023
Q4 | $514K | Buy |
7,312
+59
| +0.8% | +$4.15K | 0.18% | 46 |
|
|
2023
Q3 | $467K | Buy |
7,253
+134
| +2% | +$8.62K | 0.19% | 45 |
|
|
2023
Q2 | $481K | Sell |
7,119
-65
| -0.9% | -$4.39K | 0.2% | 45 |
|
|
2023
Q1 | $480K | Buy |
+7,184
| New | +$480K | 0.22% | 42 |
|
|
2022
Q4 | – | Sell |
-6,696
| Closed | -$353K | – | 69 |
|
|
2022
Q3 | $353K | Buy |
6,696
+129
| +2% | +$6.8K | 0.19% | 43 |
|
|
2022
Q2 | $386K | Sell |
6,567
-1,673
| -20% | -$98.3K | 0.21% | 45 |
|
|
2022
Q1 | $573K | Buy |
8,240
+673
| +9% | +$46.8K | 0.29% | 38 |
|
|
2021
Q4 | $565K | Buy |
7,567
+116
| +2% | +$8.66K | 0.28% | 37 |
|
|
2021
Q3 | $553K | Sell |
7,451
-288
| -4% | -$21.4K | 0.3% | 37 |
|
|
2021
Q2 | $579K | Buy |
7,739
+47
| +0.6% | +$3.52K | 0.32% | 35 |
|
|
2021
Q1 | $554K | Sell |
7,692
-216
| -3% | -$15.6K | 0.32% | 35 |
|
|
2020
Q4 | $546K | Buy |
7,908
+191
| +2% | +$13.2K | 0.35% | 33 |
|
|
2020
Q3 | $465K | Buy |
7,717
+142
| +2% | +$8.56K | 0.35% | 35 |
|
|
2020
Q2 | $433K | Buy |
7,575
+317
| +4% | +$18.1K | 0.42% | 28 |
|
|
2020
Q1 | $362K | Buy |
7,258
+710
| +11% | +$35.4K | 0.43% | 31 |
|
|
2019
Q4 | $427K | Buy |
+6,548
| New | +$427K | 0.39% | 33 |
|