King Wealth Management 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 | $6.72M | Buy |
80,513
+1,597
| +2% | +$133K | 0.91% | 26 |
|
|
2025
Q1 | $5.97M | Sell |
78,916
-2,313
| -3% | -$175K | 0.91% | 26 |
|
|
2024
Q4 | $5.71M | Sell |
81,229
-2,007
| -2% | -$141K | 0.83% | 26 |
|
|
2024
Q3 | $6.5M | Sell |
83,236
-9,134
| -10% | -$713K | 1.01% | 25 |
|
|
2024
Q2 | $6.71M | Sell |
92,370
-4,084
| -4% | -$297K | 1.12% | 24 |
|
|
2024
Q1 | $7.16M | Sell |
96,454
-8,417
| -8% | -$625K | 1.26% | 22 |
|
|
2023
Q4 | $7.38M | Sell |
104,871
-6,137
| -6% | -$432K | 1.43% | 20 |
|
|
2023
Q3 | $7.14M | Buy |
111,008
+258
| +0.2% | +$16.6K | 1.51% | 20 |
|
|
2023
Q2 | $7.48M | Buy |
110,750
+2,063
| +2% | +$139K | 1.51% | 19 |
|
|
2023
Q1 | $7.27M | Buy |
108,687
+1,163
| +1% | +$77.7K | 1.61% | 18 |
|
|
2022
Q4 | $6.63M | Sell |
107,524
-11,381
| -10% | -$702K | 1.58% | 18 |
|
|
2022
Q3 | $6.26M | Sell |
118,905
-1,424
| -1% | -$75K | 1.59% | 17 |
|
|
2022
Q2 | $7.08M | Sell |
120,329
-2,611
| -2% | -$154K | 1.7% | 18 |
|
|
2022
Q1 | $8.55M | Buy |
122,940
+69,993
| +132% | +$4.87M | 1.68% | 17 |
|
|
2021
Q4 | $3.95M | Buy |
52,947
+292
| +0.6% | +$21.8K | 0.73% | 29 |
|
|
2021
Q3 | $3.91M | Buy |
52,655
+5,121
| +11% | +$380K | 0.8% | 27 |
|
|
2021
Q2 | $3.56M | Buy |
47,534
+6,164
| +15% | +$461K | 0.73% | 28 |
|
|
2021
Q1 | $2.98M | Buy |
41,370
+2,582
| +7% | +$186K | 0.67% | 30 |
|
|
2020
Q4 | $2.68M | Buy |
38,788
+1,426
| +4% | +$98.5K | 0.63% | 31 |
|
|
2020
Q3 | $2.25M | Sell |
37,362
-1,174
| -3% | -$70.8K | 0.58% | 31 |
|
|
2020
Q2 | $2.2M | Buy |
38,536
+16,843
| +78% | +$963K | 0.65% | 28 |
|
|
2020
Q1 | $1.08M | Sell |
21,693
-7,919
| -27% | -$395K | 0.47% | 34 |
|
|
2019
Q4 | $1.93M | Buy |
29,612
+5,754
| +24% | +$375K | 0.51% | 34 |
|
|
2019
Q3 | $1.46M | Sell |
23,858
-372
| -2% | -$22.8K | 0.42% | 37 |
|
|
2019
Q2 | $1.49M | Buy |
24,230
+198
| +0.8% | +$12.2K | 0.44% | 35 |
|
|
2019
Q1 | $1.46M | Sell |
24,032
-212
| -0.9% | -$12.9K | 0.46% | 38 |
|
|
2018
Q4 | $1.33M | Sell |
24,244
-1,256
| -5% | -$69.1K | 0.48% | 39 |
|
|
2018
Q3 | $1.63M | Buy |
25,500
+166
| +0.7% | +$10.6K | 0.51% | 38 |
|
|
2018
Q2 | $1.61M | Sell |
25,334
-204
| -0.8% | -$12.9K | 0.55% | 39 |
|
|
2018
Q1 | $1.68M | Buy |
25,538
+100
| +0.4% | +$6.59K | 0.6% | 37 |
|
|
2017
Q4 | $1.68M | Buy |
25,438
+5,652
| +29% | +$373K | 0.59% | 36 |
|
|
2017
Q3 | $1.27M | Buy |
19,786
+818
| +4% | +$52.5K | 0.47% | 41 |
|
|
2017
Q2 | $1.16M | Sell |
18,968
-163
| -0.9% | -$9.93K | 0.46% | 44 |
|
|
2017
Q1 | $1.11M | Sell |
19,131
-460
| -2% | -$26.7K | 0.46% | 42 |
|
|
2016
Q4 | $1.05M | Sell |
19,591
-84
| -0.4% | -$4.51K | 0.47% | 42 |
|
|
2016
Q3 | $1.09M | Buy |
19,675
+4,517
| +30% | +$249K | 0.54% | 38 |
|
|
2016
Q2 | $786K | Sell |
15,158
-25,496
| -63% | -$1.32M | 0.42% | 46 |
|
|
2016
Q1 | $2.16M | Sell |
40,654
-808
| -2% | -$42.9K | 1.16% | 21 |
|
|
2015
Q4 | $2.26M | Buy |
41,462
+619
| +2% | +$33.7K | 1.24% | 21 |
|
|
2015
Q3 | $2.16M | Sell |
40,843
-16,035
| -28% | -$847K | 1.33% | 19 |
|
|
2015
Q2 | $3.32M | Buy |
+56,878
| New | +$3.32M | 1.81% | 16 |
|