Lindbrook Capital’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 | $114K | Sell |
1,502
-1,422
| -49% | -$108K | 0.01% | 629 |
|
|
2024
Q4 | $205K | Sell |
2,924
-158
| -5% | -$11.1K | 0.02% | 383 |
|
|
2024
Q3 | $241K | Buy |
3,082
+2,294
| +291% | +$179K | 0.02% | 352 |
|
|
2024
Q2 | $57.2K | Hold |
788
| – | – | 0.01% | 736 |
|
|
2024
Q1 | $58.5K | Hold |
788
| – | – | 0.01% | 722 |
|
|
2023
Q4 | $55.4K | Hold |
788
| – | – | 0.01% | 715 |
|
|
2023
Q3 | $50.7K | Sell |
788
-413
| -34% | -$26.6K | 0.01% | 684 |
|
|
2023
Q2 | $81.1K | Buy |
1,201
+413
| +52% | +$27.9K | 0.01% | 547 |
|
|
2023
Q1 | $52.7K | Sell |
788
-20
| -2% | -$1.34K | 0.01% | 675 |
|
|
2022
Q4 | $49.8K | Hold |
808
| – | – | 0.01% | 695 |
|
|
2022
Q3 | $43K | Hold |
808
| – | – | 0.01% | 704 |
|
|
2022
Q2 | $48K | Sell |
808
-2,000
| -71% | -$119K | 0.01% | 670 |
|
|
2022
Q1 | $195K | Sell |
2,808
-100
| -3% | -$6.94K | 0.03% | 291 |
|
|
2021
Q4 | $217K | Buy |
2,908
+2,893
| +19,287% | +$216K | 0.03% | 287 |
|
|
2021
Q3 | $1K | Sell |
15
-376
| -96% | -$25.1K | ﹤0.01% | 1733 |
|
|
2021
Q2 | $29K | Hold |
391
| – | – | 0.01% | 651 |
|
|
2021
Q1 | $28K | Buy |
391
+15
| +4% | +$1.07K | 0.01% | 619 |
|
|
2020
Q4 | $26K | Hold |
376
| – | – | 0.01% | 600 |
|
|
2020
Q3 | $23K | Hold |
376
| – | – | 0.01% | 566 |
|
|
2020
Q2 | $21K | Sell |
376
-375
| -50% | -$20.9K | 0.01% | 594 |
|
|
2020
Q1 | $38K | Hold |
751
| – | – | 0.01% | 387 |
|
|
2019
Q4 | $49K | Hold |
751
| – | – | 0.02% | 449 |
|
|
2019
Q3 | $46K | Hold |
751
| – | – | 0.02% | 446 |
|
|
2019
Q2 | $46K | Sell |
751
-104
| -12% | -$6.37K | 0.02% | 448 |
|
|
2019
Q1 | $51K | Hold |
855
| – | – | 0.02% | 396 |
|
|
2018
Q4 | $47K | Buy |
+855
| New | +$47K | 0.02% | 364 |
|