KPP Advisory Services’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 | $2.89M | Sell |
34,637
-933
| -3% | -$77.9K | 0.48% | 53 |
|
2025
Q1 | $2.69M | Buy |
35,570
+6,795
| +24% | +$514K | 0.51% | 50 |
|
2024
Q4 | $2.02M | Buy |
28,775
+299
| +1% | +$21K | 0.48% | 54 |
|
2024
Q3 | $2.22M | Sell |
28,476
-391
| -1% | -$30.5K | 0.53% | 52 |
|
2024
Q2 | $2.1M | Buy |
28,867
+2,960
| +11% | +$215K | 0.56% | 49 |
|
2024
Q1 | $1.92M | Buy |
+25,907
| New | +$1.92M | 0.53% | 48 |
|
2023
Q4 | – | Sell |
-23,950
| Closed | -$1.54M | – | 164 |
|
2023
Q3 | $1.54M | Buy |
+23,950
| New | +$1.54M | 0.51% | 48 |
|