McClarren Financial 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 | – | Sell |
-483
| Closed | -$47K | – | 180 |
|
|
2025
Q1 | $47K | Buy |
483
+361
| +296% | +$35.1K | 0.03% | 138 |
|
|
2024
Q4 | $8K | Sell |
122
-45
| -27% | -$2.95K | 0.02% | 159 |
|
|
2024
Q3 | $5 | Buy |
167
+22
| +15% | +$1 | ﹤0.01% | 202 |
|
|
2024
Q2 | $8K | Sell |
145
-198
| -58% | -$10.9K | 0.01% | 254 |
|
|
2024
Q1 | $26K | Hold |
343
| – | – | 0.02% | 190 |
|
|
2023
Q4 | $24K | Buy |
343
+227
| +196% | +$15.9K | 0.02% | 215 |
|
|
2023
Q3 | $6K | Sell |
116
-1
| -0.9% | -$52 | 0.01% | 274 |
|
|
2023
Q2 | $7K | Sell |
117
-510
| -81% | -$30.5K | 0.01% | 270 |
|
|
2023
Q1 | $40K | Buy |
627
+512
| +445% | +$32.7K | 0.04% | 161 |
|
|
2022
Q4 | $7K | Buy |
115
+1
| +0.9% | +$61 | 0.01% | 263 |
|
|
2022
Q3 | $6K | Buy |
+114
| New | +$6K | 0.01% | 249 |
|
|
2022
Q2 | – | Sell |
-82
| Closed | -$5K | – | 130 |
|
|
2022
Q1 | $5K | Sell |
82
-1
| -1% | -$61 | ﹤0.01% | 230 |
|
|
2021
Q4 | $7K | Buy |
83
+2
| +2% | +$169 | ﹤0.01% | 254 |
|
|
2021
Q3 | $6K | Sell |
81
-291
| -78% | -$21.6K | ﹤0.01% | 233 |
|
|
2021
Q2 | $27K | Buy |
+372
| New | +$27K | 0.02% | 157 |
|