Koshinski Asset 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 | $4.36M | Buy |
52,204
+1,509
| +3% | +$126K | 0.33% | 62 |
|
2025
Q1 | $3.84M | Buy |
50,695
+1,410
| +3% | +$107K | 0.33% | 66 |
|
2024
Q4 | $3.46B | Buy |
49,285
+148
| +0.3% | +$10.4M | 0.3% | 75 |
|
2024
Q3 | $3.84M | Sell |
49,137
-3,418
| -7% | -$267K | 0.33% | 65 |
|
2024
Q2 | $3.87M | Buy |
52,555
+27,912
| +113% | +$2.06M | 0.36% | 57 |
|
2024
Q1 | $1.83M | Buy |
24,643
+9,632
| +64% | +$715K | 0.19% | 119 |
|
2023
Q4 | $1.06M | Sell |
15,011
-36,371
| -71% | -$2.56M | 0.16% | 176 |
|
2023
Q3 | $3.31M | Sell |
51,382
-2,485
| -5% | -$160K | 0.38% | 55 |
|
2023
Q2 | $3.64M | Buy |
53,867
+13,651
| +34% | +$921K | 0.39% | 55 |
|
2023
Q1 | $2.69M | Buy |
40,216
+3,371
| +9% | +$225K | 0.26% | 91 |
|
2022
Q4 | $2.27M | Buy |
36,845
+19,042
| +107% | +$1.17M | 0.22% | 113 |
|
2022
Q3 | $938K | Sell |
17,803
-6,213
| -26% | -$327K | 0.11% | 210 |
|
2022
Q2 | $1.41M | Sell |
24,016
-26,909
| -53% | -$1.58M | 0.14% | 169 |
|
2022
Q1 | $3.54M | Buy |
50,925
+391
| +0.8% | +$27.2K | 0.29% | 75 |
|
2021
Q4 | $3.77M | Sell |
50,534
-2,365
| -4% | -$177K | 0.3% | 70 |
|
2021
Q3 | $3.93M | Sell |
52,899
-2,075
| -4% | -$154K | 0.34% | 61 |
|
2021
Q2 | $4.12M | Buy |
54,974
+5,132
| +10% | +$384K | 0.52% | 42 |
|
2021
Q1 | $3.59M | Sell |
49,842
-846
| -2% | -$61K | 0.38% | 64 |
|
2020
Q4 | $3.5M | Sell |
50,688
-4,335
| -8% | -$300K | 0.44% | 47 |
|
2020
Q3 | $3.44K | Sell |
55,023
-2,579
| -4% | -$161 | 0.46% | 43 |
|
2020
Q2 | $3.29M | Buy |
57,602
+25,929
| +82% | +$1.48M | 0.53% | 43 |
|
2020
Q1 | $1.58M | Sell |
31,673
-21,075
| -40% | -$1.05M | 0.33% | 77 |
|
2019
Q4 | $3.43M | Buy |
+52,748
| New | +$3.43M | 0.59% | 33 |
|
2019
Q3 | – | Sell |
-7,135
| Closed | -$438K | – | 206 |
|
2019
Q2 | $438K | Sell |
7,135
-4,386
| -38% | -$269K | 0.18% | 156 |
|
2019
Q1 | $700 | Sell |
11,521
-4,607
| -29% | -$280 | 0.19% | 148 |
|
2018
Q4 | $851K | Buy |
+16,128
| New | +$851K | 0.21% | 153 |
|
2018
Q3 | – | Sell |
-8,803
| Closed | -$558K | – | 533 |
|
2018
Q2 | $558K | Sell |
8,803
-2,807
| -24% | -$178K | 0.17% | 186 |
|
2018
Q1 | $765K | Sell |
11,610
-13,111
| -53% | -$864K | 0.24% | 143 |
|
2017
Q4 | $1.63M | Buy |
24,721
+16,586
| +204% | +$1.1M | 0.41% | 68 |
|
2017
Q3 | $522K | Buy |
8,135
+1,090
| +15% | +$69.9K | 0.17% | 194 |
|
2017
Q2 | $429K | Buy |
+7,045
| New | +$429K | 0.16% | 212 |
|