Lee Financial’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 | $2.24M | Sell |
26,816
-25
| -0.1% | -$2.09K | 0.32% | 31 |
|
|
2025
Q1 | $2.03M | Buy |
26,841
+25
| +0.1% | +$1.89K | 0.31% | 31 |
|
|
2024
Q4 | $1.88M | Hold |
26,816
| – | – | 0.26% | 38 |
|
|
2024
Q3 | $2.09M | Hold |
26,816
| – | – | 0.3% | 32 |
|
|
2024
Q2 | $1.95M | Sell |
26,816
-365
| -1% | -$26.5K | 0.32% | 31 |
|
|
2024
Q1 | $2.02M | Sell |
27,181
-5,202
| -16% | -$386K | 0.34% | 29 |
|
|
2023
Q4 | $2.28M | Sell |
32,383
-651
| -2% | -$45.8K | 0.4% | 25 |
|
|
2023
Q3 | $2.13M | Sell |
33,034
-16,961
| -34% | -$1.09M | 0.4% | 27 |
|
|
2023
Q2 | $3.37M | Sell |
49,995
-27,461
| -35% | -$1.85M | 0.59% | 22 |
|
|
2023
Q1 | $5.18M | Sell |
77,456
-32,374
| -29% | -$2.16M | 0.89% | 22 |
|
|
2022
Q4 | $6.77M | Sell |
109,830
-1,085
| -1% | -$66.9K | 1.16% | 17 |
|
|
2022
Q3 | $5.84M | Buy |
110,915
+2,666
| +2% | +$140K | 1.09% | 17 |
|
|
2022
Q2 | $6.37M | Buy |
108,249
+33,649
| +45% | +$1.98M | 1.17% | 17 |
|
|
2022
Q1 | $5.19M | Sell |
74,600
-1,080
| -1% | -$75.1K | 0.93% | 20 |
|
|
2021
Q4 | $5.65M | Buy |
75,680
+9,541
| +14% | +$712K | 1.06% | 17 |
|
|
2021
Q3 | $4.91M | Buy |
66,139
+205
| +0.3% | +$15.2K | 1.02% | 19 |
|
|
2021
Q2 | $4.94M | Hold |
65,934
| – | – | 1.05% | 19 |
|
|
2021
Q1 | $4.75M | Hold |
65,934
| – | – | 1.13% | 19 |
|
|
2020
Q4 | $4.56M | Hold |
65,934
| – | – | 1.18% | 18 |
|
|
2020
Q3 | $3.98M | Hold |
65,934
| – | – | 1.11% | 19 |
|
|
2020
Q2 | $3.77M | Sell |
65,934
-10,103
| -13% | -$578K | 1.05% | 19 |
|
|
2020
Q1 | $3.79M | Sell |
76,037
-2,812
| -4% | -$140K | 1.26% | 14 |
|
|
2019
Q4 | $5.14M | Sell |
78,849
-187
| -0.2% | -$12.2K | 1.11% | 18 |
|
|
2019
Q3 | $4.83M | Sell |
79,036
-945
| -1% | -$57.7K | 1.09% | 19 |
|
|
2019
Q2 | $4.91M | Buy |
79,981
+901
| +1% | +$55.3K | 1.11% | 19 |
|
|
2019
Q1 | $4.81M | Buy |
79,080
+305
| +0.4% | +$18.5K | 1.13% | 18 |
|
|
2018
Q4 | $4.33M | Buy |
78,775
+40,628
| +107% | +$2.23M | 1.16% | 21 |
|
|
2018
Q3 | $2.44M | Sell |
38,147
-9,318
| -20% | -$597K | 0.6% | 26 |
|
|
2018
Q2 | $3.01M | Buy |
47,465
+9,313
| +24% | +$590K | 0.71% | 23 |
|
|
2018
Q1 | $2.51M | Buy |
38,152
+10,310
| +37% | +$679K | 0.64% | 24 |
|
|
2017
Q4 | $1.84M | Buy |
27,842
+231
| +0.8% | +$15.3K | 0.53% | 34 |
|
|
2017
Q3 | $1.77M | Buy |
27,611
+7,961
| +41% | +$511K | 0.57% | 33 |
|
|
2017
Q2 | $1.2M | Buy |
19,650
+2,556
| +15% | +$156K | 0.44% | 51 |
|
|
2017
Q1 | $991K | Buy |
17,094
+12,829
| +301% | +$744K | 0.4% | 61 |
|
|
2016
Q4 | $229K | Buy |
+4,265
| New | +$229K | 0.13% | 97 |
|