Leverty Financial Group’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 | $48.3M | Buy |
578,398
+572,896
| +10,413% | +$47.8M | 14.41% | 2 |
|
|
2025
Q1 | $416K | Sell |
5,502
-104
| -2% | -$7.87K | 0.17% | 24 |
|
|
2024
Q4 | $394K | Sell |
5,606
-10
| -0.2% | -$703 | 0.2% | 21 |
|
|
2024
Q3 | $438K | Sell |
5,616
-28
| -0.5% | -$2.19K | 0.24% | 20 |
|
|
2024
Q2 | $410K | Buy |
5,644
+9
| +0.2% | +$654 | 0.24% | 17 |
|
|
2024
Q1 | $418K | Sell |
5,635
-139
| -2% | -$10.3K | 0.25% | 18 |
|
|
2023
Q4 | $406K | Buy |
5,774
+128
| +2% | +$9.01K | 0.26% | 19 |
|
|
2023
Q3 | $363K | Sell |
5,646
-112
| -2% | -$7.21K | 0.26% | 14 |
|
|
2023
Q2 | $389K | Sell |
5,758
-147
| -2% | -$9.92K | 0.28% | 14 |
|
|
2023
Q1 | $395K | Buy |
5,905
+475
| +9% | +$31.8K | 0.31% | 13 |
|
|
2022
Q4 | $335K | Sell |
5,430
-46,944
| -90% | -$2.89M | 0.29% | 15 |
|
|
2022
Q3 | $2.76M | Buy |
52,374
+16,490
| +46% | +$868K | 2.67% | 7 |
|
|
2022
Q2 | $2.11M | Buy |
35,884
+3,287
| +10% | +$193K | 1.97% | 7 |
|
|
2022
Q1 | $2.27M | Buy |
+32,597
| New | +$2.27M | 1.79% | 6 |
|