Lane & Associates’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
Q1 | $6.01M | Buy |
79,434
+43,580
| +122% | +$3.3M | 3.24% | 7 |
|
|
2024
Q4 | $2.64M | Sell |
35,854
-1,132
| -3% | -$83.3K | 1.36% | 17 |
|
|
2024
Q3 | $2.89M | Buy |
36,986
+485
| +1% | +$37.9K | 1.57% | 15 |
|
|
2024
Q2 | $2.65M | Buy |
36,501
+160
| +0.4% | +$11.6K | 1.56% | 17 |
|
|
2024
Q1 | $2.7M | Buy |
36,341
+768
| +2% | +$57K | 1.7% | 15 |
|
|
2023
Q4 | $2.5M | Buy |
35,573
+5,524
| +18% | +$389K | 1.82% | 14 |
|
|
2023
Q3 | $1.93M | Buy |
30,049
+883
| +3% | +$56.8K | 1.55% | 16 |
|
|
2023
Q2 | $1.97M | Buy |
29,166
+5,096
| +21% | +$344K | 1.57% | 17 |
|
|
2023
Q1 | $1.61M | Buy |
24,070
+276
| +1% | +$18.5K | 1.43% | 17 |
|
|
2022
Q4 | $1.47M | Buy |
+23,794
| New | +$1.47M | 1.39% | 19 |
|