Lido Advisors’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 | $19M | Buy |
228,126
+76,329
| +50% | +$6.37M | 0.07% | 152 |
|
|
2025
Q1 | $11.5M | Buy |
151,797
+94,330
| +164% | +$7.14M | 0.05% | 212 |
|
|
2024
Q4 | $4.04M | Buy |
57,467
+8,601
| +18% | +$604K | 0.02% | 349 |
|
|
2024
Q3 | $3.81M | Buy |
48,866
+616
| +1% | +$48.1K | 0.02% | 321 |
|
|
2024
Q2 | $3.5M | Buy |
48,250
+4,595
| +11% | +$334K | 0.02% | 322 |
|
|
2024
Q1 | $3.24M | Sell |
43,655
-6,632
| -13% | -$492K | 0.02% | 318 |
|
|
2023
Q4 | $3.54M | Sell |
50,287
-25,737
| -34% | -$1.81M | 0.02% | 292 |
|
|
2023
Q3 | $4.89M | Sell |
76,024
-13,281
| -15% | -$855K | 0.04% | 232 |
|
|
2023
Q2 | $6.03M | Buy |
89,305
+14,395
| +19% | +$972K | 0.04% | 186 |
|
|
2023
Q1 | $5.01M | Buy |
74,910
+56,314
| +303% | +$3.76M | 0.05% | 198 |
|
|
2022
Q4 | $1.15M | Sell |
18,596
-3,014
| -14% | -$186K | 0.01% | 347 |
|
|
2022
Q3 | $1.14M | Buy |
21,610
+4,306
| +25% | +$227K | 0.01% | 306 |
|
|
2022
Q2 | $1.02M | Buy |
17,304
+523
| +3% | +$30.8K | 0.01% | 314 |
|
|
2022
Q1 | $1.17M | Sell |
16,781
-11,719
| -41% | -$814K | 0.01% | 324 |
|
|
2021
Q4 | $2.13M | Sell |
28,500
-632
| -2% | -$47.2K | 0.02% | 233 |
|
|
2021
Q3 | $2.16M | Buy |
29,132
+11,972
| +70% | +$889K | 0.03% | 230 |
|
|
2021
Q2 | $1.29M | Buy |
17,160
+3,594
| +26% | +$269K | 0.02% | 294 |
|
|
2021
Q1 | $977K | Sell |
13,566
-269
| -2% | -$19.4K | 0.02% | 308 |
|
|
2020
Q4 | $955K | Sell |
13,835
-1,598
| -10% | -$110K | 0.02% | 292 |
|
|
2020
Q3 | $930K | Buy |
15,433
+5,111
| +50% | +$308K | 0.02% | 245 |
|
|
2020
Q2 | $590K | Sell |
10,322
-7,268
| -41% | -$415K | 0.02% | 284 |
|
|
2020
Q1 | $878K | Sell |
17,590
-8,357
| -32% | -$417K | 0.04% | 220 |
|
|
2019
Q4 | $1.69M | Buy |
25,947
+16,957
| +189% | +$1.11M | 0.07% | 152 |
|
|
2019
Q3 | $549K | Buy |
8,990
+3,384
| +60% | +$207K | 0.03% | 275 |
|
|
2019
Q2 | $344K | Sell |
5,606
-6,235
| -53% | -$383K | 0.02% | 354 |
|
|
2019
Q1 | $719K | Buy |
11,841
+5,487
| +86% | +$333K | 0.05% | 211 |
|
|
2018
Q4 | $349K | Buy |
6,354
+3,098
| +95% | +$170K | 0.03% | 260 |
|
|
2018
Q3 | $208K | Sell |
3,256
-145
| -4% | -$9.26K | 0.02% | 393 |
|
|
2018
Q2 | $215K | Buy |
3,401
+172
| +5% | +$10.9K | 0.02% | 370 |
|
|
2018
Q1 | $212K | Buy |
+3,229
| New | +$212K | 0.03% | 337 |
|