Lyell Wealth Management’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 | $696K | Hold |
8,335
| – | – | 0.06% | 138 |
|
|
2025
Q1 | $631K | Sell |
8,335
-200
| -2% | -$15.1K | 0.06% | 135 |
|
|
2024
Q4 | $600K | Hold |
8,535
| – | – | 0.05% | 135 |
|
|
2024
Q3 | $666K | Sell |
8,535
-1,075
| -11% | -$83.9K | 0.06% | 133 |
|
|
2024
Q2 | $698K | Sell |
9,610
-190
| -2% | -$13.8K | 0.07% | 121 |
|
|
2024
Q1 | $727K | Buy |
9,800
+3,085
| +46% | +$229K | 0.07% | 120 |
|
|
2023
Q4 | $472K | Buy |
6,715
+3,483
| +108% | +$245K | 0.05% | 139 |
|
|
2023
Q3 | $208K | Sell |
3,232
-3,050
| -49% | -$196K | 0.03% | 174 |
|
|
2023
Q2 | $424K | Buy |
6,282
+225
| +4% | +$15.2K | 0.05% | 140 |
|
|
2023
Q1 | $405K | Sell |
6,057
-3,000
| -33% | -$201K | 0.06% | 149 |
|
|
2022
Q4 | $558K | Buy |
+9,057
| New | +$558K | 0.09% | 132 |
|
|
2022
Q2 | – | Sell |
-4,268
| Closed | -$297K | – | 198 |
|
|
2022
Q1 | $297K | Sell |
4,268
-464
| -10% | -$32.3K | 0.04% | 171 |
|
|
2021
Q4 | $354K | Buy |
4,732
+747
| +19% | +$55.9K | 0.04% | 154 |
|
|
2021
Q3 | $296K | Sell |
3,985
-1,135
| -22% | -$84.3K | 0.04% | 159 |
|
|
2021
Q2 | $383K | Buy |
5,120
+870
| +20% | +$65.1K | 0.05% | 146 |
|
|
2021
Q1 | $306K | Buy |
+4,250
| New | +$306K | 0.04% | 152 |
|