McAdam LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.6M | Buy |
227,233
+1,148
| +0.5% | +$107K | 0.93% | 18 |
|
|
2025
Q4 | $20.2M | Buy |
226,085
+4,255
| +2% | +$376K | 0.93% | 18 |
|
|
2025
Q3 | $19.4M | Buy |
221,830
+3,642
| +2% | +$309K | 0.95% | 17 |
|
|
2025
Q2 | $18.2M | Buy |
218,188
+61,552
| +39% | +$4.89M | 1% | 16 |
|
|
2025
Q1 | $11.8M | Sell |
156,636
-46,428
| -23% | -$3.47M | 0.73% | 22 |
|
|
2024
Q4 | $14.3M | Buy |
203,064
+15,092
| +8% | +$1.11M | 0.78% | 19 |
|
|
2024
Q3 | $14.7M | Buy |
187,972
+8,206
| +5% | +$614K | 0.82% | 19 |
|
|
2024
Q2 | $13.1M | Sell |
179,766
-1,008
| -0.6% | -$74.2K | 0.79% | 20 |
|
|
2024
Q1 | $13.4M | Sell |
180,774
-6,056
| -3% | -$431K | 0.86% | 19 |
|
|
2023
Q4 | $13.1M | Buy |
186,830
+13,042
| +8% | +$860K | 0.95% | 19 |
|
|
2023
Q3 | $11.2M | Buy |
173,788
+21,846
| +14% | +$1.46M | 0.92% | 21 |
|
|
2023
Q2 | $10.3M | Sell |
151,942
-3,197
| -2% | -$217K | 0.85% | 23 |
|
|
2023
Q1 | $10.4M | Buy |
155,139
+90,621
| +140% | +$5.94M | 0.93% | 18 |
|
|
2022
Q4 | $4.82M | Sell |
64,518
-25,979
| -29% | -$1.53M | 0.47% | 38 |
|
|
2022
Q3 | $4.77M | Buy |
90,497
+20,880
| +30% | +$1.23M | 0.52% | 41 |
|
|
2022
Q2 | $4.1M | Buy |
69,617
+25,855
| +59% | +$1.66M | 0.43% | 42 |
|
|
2022
Q1 | $3.04M | Sell |
43,762
-20,756
| -32% | -$1.47M | 0.29% | 50 |
|
|
2021
Q4 | $4.82M | Buy |
64,518
+60,514
| +1,511% | +$4.55M | 0.47% | 38 |
|
|
2021
Q3 | $297K | Buy |
+4,004
| New | +$305K | 0.03% | 137 |
|
|
2018
Q4 | – | Sell |
-24
| Closed | -$2K | – | 301 |
|
|
2018
Q3 | $2K | Sell |
24
-47
| -66% | -$3K | ﹤0.01% | 518 |
|
|
2018
Q2 | $4K | Buy |
71
+54
| +318% | +$3.57K | ﹤0.01% | 419 |
|
|
2018
Q1 | $1K | Buy |
+17
| New | +$1.14K | ﹤0.01% | 645 |
|
Other funds holding IEFA
