Kingsview Wealth Management’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 | $3.63M | Sell |
43,441
-2,602
| -6% | -$217K | 0.06% | 304 |
|
|
2025
Q1 | $3.48M | Sell |
46,043
-4,186
| -8% | -$317K | 0.07% | 273 |
|
|
2024
Q4 | $3.53M | Buy |
50,229
+9,190
| +22% | +$646K | 0.07% | 267 |
|
|
2024
Q3 | $3.2M | Buy |
41,039
+9,481
| +30% | +$740K | 0.07% | 267 |
|
|
2024
Q2 | $2.29M | Buy |
31,558
+4,565
| +17% | +$332K | 0.05% | 314 |
|
|
2024
Q1 | $2M | Sell |
26,993
-5,035
| -16% | -$374K | 0.05% | 340 |
|
|
2023
Q4 | $2.25M | Sell |
32,028
-10,907
| -25% | -$767K | 0.07% | 256 |
|
|
2023
Q3 | $2.76M | Buy |
42,935
+24,184
| +129% | +$1.56M | 0.1% | 219 |
|
|
2023
Q2 | $1.27M | Buy |
18,751
+5,096
| +37% | +$344K | 0.05% | 338 |
|
|
2023
Q1 | $913K | Sell |
13,655
-1,628
| -11% | -$109K | 0.04% | 433 |
|
|
2022
Q4 | $942K | Buy |
15,283
+1,293
| +9% | +$79.7K | 0.04% | 356 |
|
|
2022
Q3 | $737K | Buy |
13,990
+537
| +4% | +$28.3K | 0.04% | 406 |
|
|
2022
Q2 | $792K | Buy |
13,453
+1,329
| +11% | +$78.2K | 0.04% | 423 |
|
|
2022
Q1 | $843K | Sell |
12,124
-1,197
| -9% | -$83.2K | 0.04% | 435 |
|
|
2021
Q4 | $994K | Buy |
13,321
+3,146
| +31% | +$235K | 0.04% | 404 |
|
|
2021
Q3 | $755K | Sell |
10,175
-15,704
| -61% | -$1.17M | 0.04% | 453 |
|
|
2021
Q2 | $1.94M | Buy |
25,879
+2,477
| +11% | +$186K | 0.1% | 226 |
|
|
2021
Q1 | $1.71M | Buy |
23,402
+1,829
| +8% | +$134K | 0.1% | 219 |
|
|
2020
Q4 | $1.49M | Sell |
21,573
-1,063
| -5% | -$73.4K | 0.11% | 196 |
|
|
2020
Q3 | $1.36M | Sell |
22,636
-328
| -1% | -$19.8K | 0.12% | 178 |
|
|
2020
Q2 | $1.31M | Sell |
22,964
-4,534
| -16% | -$259K | 0.13% | 174 |
|
|
2020
Q1 | $1.37M | Buy |
27,498
+3,610
| +15% | +$180K | 0.19% | 140 |
|
|
2019
Q4 | $1.56M | Buy |
23,888
+3,996
| +20% | +$261K | 0.2% | 147 |
|
|
2019
Q3 | $1.22M | Sell |
19,892
-752
| -4% | -$45.9K | 0.19% | 145 |
|
|
2019
Q2 | $1.27M | Buy |
20,644
+13,246
| +179% | +$814K | 0.21% | 126 |
|
|
2019
Q1 | $450K | Buy |
+7,398
| New | +$450K | 0.07% | 279 |
|