LPL Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17B | Buy |
37,945,267
+1,722,771
| +5% | +$144M | 1.06% | 13 |
|
|
2025
Q1 | $2.74B | Sell |
36,222,496
-2,602,060
| -7% | -$197M | 1.07% | 12 |
|
|
2024
Q4 | $2.73B | Buy |
38,824,556
+2,548,622
| +7% | +$179M | 1.11% | 12 |
|
|
2024
Q3 | $2.83B | Buy |
36,275,934
+1,506,562
| +4% | +$118M | 1.26% | 8 |
|
|
2024
Q2 | $2.53B | Buy |
34,769,372
+1,529,043
| +5% | +$111M | 1.26% | 8 |
|
|
2024
Q1 | $2.47B | Sell |
33,240,329
-1,256,342
| -4% | -$93.2M | 1.32% | 7 |
|
|
2023
Q4 | $2.43B | Buy |
34,496,671
+1,132,095
| +3% | +$79.6M | 1.47% | 7 |
|
|
2023
Q3 | $2.15B | Buy |
33,364,576
+1,360,944
| +4% | +$87.6M | 1.5% | 7 |
|
|
2023
Q2 | $2.16B | Buy |
32,003,632
+697,334
| +2% | +$47.1M | 1.54% | 7 |
|
|
2023
Q1 | $2.09B | Buy |
31,306,298
+3,322,467
| +12% | +$222M | 1.63% | 7 |
|
|
2022
Q4 | $1.72B | Buy |
27,983,831
+201,251
| +0.7% | +$12.4M | 1.48% | 8 |
|
|
2022
Q3 | $1.46B | Buy |
27,782,580
+77,516
| +0.3% | +$4.08M | 1.41% | 8 |
|
|
2022
Q2 | $1.63B | Buy |
27,705,064
+172,185
| +0.6% | +$10.1M | 1.55% | 7 |
|
|
2022
Q1 | $1.91B | Buy |
27,532,879
+4,238,245
| +18% | +$295M | 1.64% | 7 |
|
|
2021
Q4 | $1.74B | Buy |
23,294,634
+1,279,768
| +6% | +$95.5M | 1.46% | 8 |
|
|
2021
Q3 | $1.63B | Buy |
22,014,866
+2,268,477
| +11% | +$168M | 1.54% | 7 |
|
|
2021
Q2 | $1.48B | Buy |
19,746,389
+4,924,646
| +33% | +$369M | 1.49% | 9 |
|
|
2021
Q1 | $1.07B | Sell |
14,821,743
-91,548
| -0.6% | -$6.6M | 1.23% | 13 |
|
|
2020
Q4 | $1.03B | Buy |
14,913,291
+5,021,068
| +51% | +$347M | 1.33% | 12 |
|
|
2020
Q3 | $596M | Sell |
9,892,223
-953,778
| -9% | -$57.5M | 0.93% | 19 |
|
|
2020
Q2 | $620M | Sell |
10,846,001
-1,856,956
| -15% | -$106M | 1.08% | 16 |
|
|
2020
Q1 | $634M | Buy |
12,702,957
+780,427
| +7% | +$38.9M | 1.37% | 14 |
|
|
2019
Q4 | $778M | Buy |
11,922,530
+524,142
| +5% | +$34.2M | 1.42% | 13 |
|
|
2019
Q3 | $696M | Buy |
11,398,388
+687,797
| +6% | +$42M | 1.42% | 12 |
|
|
2019
Q2 | $658M | Sell |
10,710,591
-722,699
| -6% | -$44.4M | 1.4% | 11 |
|
|
2019
Q1 | $695M | Buy |
11,433,290
+2,655,403
| +30% | +$161M | 1.58% | 11 |
|
|
2018
Q4 | $483M | Buy |
8,777,887
+852,147
| +11% | +$46.9M | 1.28% | 12 |
|
|
2018
Q3 | $508M | Buy |
7,925,740
+213,468
| +3% | +$13.7M | 1.22% | 12 |
|
|
2018
Q2 | $489M | Sell |
7,712,272
-171,032
| -2% | -$10.8M | 1.28% | 12 |
|
|
2018
Q1 | $519M | Buy |
7,883,304
+1,742,907
| +28% | +$115M | 1.43% | 10 |
|
|
2017
Q4 | $406M | Buy |
6,140,397
+767,935
| +14% | +$50.8M | 1.24% | 11 |
|
|
2017
Q3 | $345M | Buy |
5,372,462
+695,260
| +15% | +$44.6M | 1.22% | 11 |
|
|
2017
Q2 | $285M | Buy |
4,677,202
+1,502,347
| +47% | +$91.5M | 1.08% | 12 |
|
|
2017
Q1 | $184M | Buy |
3,174,855
+468,170
| +17% | +$27.1M | 1.25% | 9 |
|
|
2016
Q4 | $146M | Buy |
+2,706,685
| New | +$146M | 1.11% | 10 |
|
|
2016
Q3 | – | Sell |
-2,540,651
| Closed | -$129M | – | 2689 |
|
|
2016
Q2 | $129M | Sell |
2,540,651
-3,072,695
| -55% | -$156M | 1.09% | 10 |
|
|
2016
Q1 | $289M | Buy |
5,613,346
+594,962
| +12% | +$30.6M | 0.8% | 18 |
|
|
2015
Q4 | $268M | Buy |
5,018,384
+3,223,066
| +180% | +$172M | 0.74% | 24 |
|
|
2015
Q3 | $98.5M | Buy |
1,795,318
+100,363
| +6% | +$5.51M | 0.54% | 34 |
|
|
2015
Q2 | $97.5M | Buy |
1,694,955
+185,888
| +12% | +$10.7M | 0.49% | 34 |
|
|
2015
Q1 | $88.9M | Buy |
1,509,067
+10,474
| +0.7% | +$617K | 0.45% | 36 |
|
|
2014
Q4 | $82.9M | Sell |
1,498,593
-49,261
| -3% | -$2.73M | 0.45% | 40 |
|
|
2014
Q3 | $89M | Buy |
1,547,854
+259,052
| +20% | +$14.9M | 0.53% | 30 |
|
|
2014
Q2 | $80.2M | Buy |
1,288,802
+60,910
| +5% | +$3.79M | 0.47% | 43 |
|
|
2014
Q1 | $75M | Buy |
1,227,892
+1,188,564
| +3,022% | +$72.6M | 0.46% | 40 |
|
|
2013
Q4 | $2.39M | Buy |
39,328
+4,311
| +12% | +$262K | 0.01% | 730 |
|
|
2013
Q3 | $2.05M | Buy |
35,017
+14,056
| +67% | +$821K | 0.01% | 775 |
|
|
2013
Q2 | $1.08M | Buy |
+20,961
| New | +$1.08M | 0.01% | 1076 |
|