MFA
Mayflower Financial Advisors’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 | $6.68M | Sell |
80,023
-972
| -1% | -$81.1K | 0.93% | 24 |
|
2025
Q1 | $6.13M | Sell |
80,995
-1,968
| -2% | -$149K | 0.93% | 22 |
|
2024
Q4 | $5.83M | Buy |
82,963
+114
| +0.1% | +$8.01K | 0.87% | 25 |
|
2024
Q3 | $6.47M | Buy |
82,849
+259
| +0.3% | +$20.2K | 0.97% | 18 |
|
2024
Q2 | $6M | Buy |
82,590
+68
| +0.1% | +$4.94K | 0.99% | 22 |
|
2024
Q1 | $6.12M | Sell |
82,522
-1,286
| -2% | -$95.4K | 1.02% | 18 |
|
2023
Q4 | $5.9M | Sell |
83,808
-3,116
| -4% | -$219K | 0.81% | 28 |
|
2023
Q3 | $5.59M | Buy |
86,924
+932
| +1% | +$60K | 0.84% | 27 |
|
2023
Q2 | $5.8M | Buy |
85,992
+13,394
| +18% | +$904K | 0.75% | 30 |
|
2023
Q1 | $4.85M | Sell |
72,598
-4,117
| -5% | -$275K | 0.64% | 37 |
|
2022
Q4 | $4.73M | Buy |
76,715
+4,618
| +6% | +$285K | 0.66% | 35 |
|
2022
Q3 | $3.8M | Sell |
72,097
-16
| -0% | -$843 | 0.61% | 36 |
|
2022
Q2 | $4.24M | Sell |
72,113
-852
| -1% | -$50.1K | 0.65% | 32 |
|
2022
Q1 | $5.07M | Buy |
72,965
+2,018
| +3% | +$140K | 0.68% | 34 |
|
2021
Q4 | $5.3M | Buy |
70,947
+657
| +0.9% | +$49K | 0.7% | 32 |
|
2021
Q3 | $5.36M | Sell |
70,290
-3,023
| -4% | -$230K | 0.72% | 32 |
|
2021
Q2 | $5.49M | Sell |
73,313
-3,156
| -4% | -$236K | 0.75% | 30 |
|
2021
Q1 | $5.51M | Sell |
76,469
-1,388
| -2% | -$100K | 0.82% | 27 |
|
2020
Q4 | $5.38M | Buy |
+77,857
| New | +$5.38M | 0.93% | 25 |
|