Market Street Wealth Management 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 | $1.27M | Sell |
15,262
-1,822
| -11% | -$152K | 0.21% | 49 |
|
|
2025
Q1 | $1.29M | Sell |
17,084
-270
| -2% | -$20.4K | 0.22% | 49 |
|
|
2024
Q4 | $1.22M | Hold |
17,354
| – | – | 0.2% | 49 |
|
|
2024
Q3 | $1.35M | Sell |
17,354
-354
| -2% | -$27.6K | 0.22% | 47 |
|
|
2024
Q2 | $1.29M | Sell |
17,708
-929
| -5% | -$67.5K | 0.22% | 46 |
|
|
2024
Q1 | $1.38M | Sell |
18,637
-5,513
| -23% | -$409K | 0.24% | 45 |
|
|
2023
Q4 | $1.7M | Sell |
24,150
-5,141
| -18% | -$362K | 0.36% | 39 |
|
|
2023
Q3 | $1.88M | Sell |
29,291
-988
| -3% | -$63.6K | 0.48% | 36 |
|
|
2023
Q2 | $2.04M | Sell |
30,279
-210
| -0.7% | -$14.2K | 0.52% | 33 |
|
|
2023
Q1 | $2.04M | Sell |
30,489
-720
| -2% | -$48.1K | 0.54% | 32 |
|
|
2022
Q4 | $1.92M | Buy |
31,209
+580
| +2% | +$35.8K | 0.56% | 36 |
|
|
2022
Q3 | $1.61M | Buy |
30,629
+1,932
| +7% | +$102K | 0.51% | 43 |
|
|
2022
Q2 | $1.69M | Sell |
28,697
-3,862
| -12% | -$227K | 0.52% | 42 |
|
|
2022
Q1 | $2.26M | Buy |
32,559
+4,772
| +17% | +$332K | 0.8% | 25 |
|
|
2021
Q4 | $2.07M | Buy |
27,787
+135
| +0.5% | +$10.1K | 0.68% | 28 |
|
|
2021
Q3 | $2.05M | Hold |
27,652
| – | – | 0.81% | 25 |
|
|
2021
Q2 | $2.07M | Sell |
27,652
-999
| -3% | -$74.8K | 0.91% | 26 |
|
|
2021
Q1 | $2.06M | Sell |
28,651
-61
| -0.2% | -$4.39K | 1.22% | 22 |
|
|
2020
Q4 | $1.98M | Sell |
28,712
-2,123
| -7% | -$147K | 1.55% | 17 |
|
|
2020
Q3 | $1.86M | Sell |
30,835
-2,211
| -7% | -$133K | 1.66% | 17 |
|
|
2020
Q2 | $1.89M | Sell |
33,046
-163
| -0.5% | -$9.32K | 1.72% | 19 |
|
|
2020
Q1 | $1.66M | Buy |
+33,209
| New | +$1.66M | 1.79% | 18 |
|