Long Run Wealth 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 | $28.6M | Buy |
342,690
+11,366
| +3% | +$949K | 6% | 3 |
|
|
2025
Q1 | $25.1M | Sell |
331,324
-19,118
| -5% | -$1.45M | 5.68% | 3 |
|
|
2024
Q4 | $24.6M | Buy |
350,442
+26,774
| +8% | +$1.88M | 5.9% | 3 |
|
|
2024
Q3 | $25.3M | Buy |
323,668
+10,159
| +3% | +$793K | 5.95% | 3 |
|
|
2024
Q2 | $22.8M | Buy |
313,509
+12,573
| +4% | +$913K | 5.76% | 4 |
|
|
2024
Q1 | $22.3M | Buy |
300,936
+13,677
| +5% | +$1.02M | 5.88% | 3 |
|
|
2023
Q4 | $20.2M | Buy |
287,259
+12,150
| +4% | +$855K | 5.84% | 3 |
|
|
2023
Q3 | $17.7M | Buy |
275,109
+10,815
| +4% | +$696K | 5.74% | 3 |
|
|
2023
Q2 | $17.8M | Buy |
264,294
+17,129
| +7% | +$1.16M | 5.69% | 3 |
|
|
2023
Q1 | $16.5M | Buy |
247,165
+92,589
| +60% | +$6.19M | 5.62% | 2 |
|
|
2022
Q4 | $9.53M | Buy |
154,576
+617
| +0.4% | +$38K | 3.43% | 7 |
|
|
2022
Q3 | $8.11M | Buy |
153,959
+10,884
| +8% | +$573K | 3.21% | 8 |
|
|
2022
Q2 | $8.42M | Buy |
143,075
+8,019
| +6% | +$472K | 3.26% | 7 |
|
|
2022
Q1 | $9.38M | Buy |
135,056
+6,473
| +5% | +$450K | 3.28% | 8 |
|
|
2021
Q4 | $9.61M | Buy |
+128,583
| New | +$9.61M | 3.34% | 6 |
|