McNamara Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

McNamara Financial Services’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.14M	Sell	13,648 -72	-0.5%	-$6.01K	0.23%	33
2025 Q1	$1.04M	Buy	13,720 +554	+4%	+$41.9K	0.22%	34
2024 Q4	$925K	Buy	13,166 +1,737	+15%	+$122K	0.22%	28
2024 Q3	$892K	Buy	11,429 +828	+8%	+$64.6K	0.18%	31
2024 Q2	$770K	Buy	10,601 +85	+0.8%	+$6.17K	0.16%	32
2024 Q1	$780K	Buy	10,516 +21	+0.2%	+$1.56K	0.17%	32
2023 Q4	$738K	Buy	10,495 +251	+2%	+$17.7K	0.17%	32
2023 Q3	$659K	Sell	10,244 -102	-1%	-$6.56K	0.16%	34
2023 Q2	$694K	Buy	10,346 +2,382	+30%	+$160K	0.17%	33
2023 Q1	$532K	Buy	7,964 +76	+1%	+$5.08K	0.13%	40
2022 Q4	$486K	Buy	7,888 +604	+8%	+$37.2K	0.13%	39
2022 Q3	$384K	Buy	7,284 +182	+3%	+$9.6K	0.11%	40
2022 Q2	$418K	Buy	7,102 +752	+12%	+$44.3K	0.12%	38
2022 Q1	$441K	Buy	6,350 +482	+8%	+$33.5K	0.12%	35
2021 Q4	$438K	Hold	5,868	–	–	0.11%	38
2021 Q3	$436K	Hold	5,868	–	–	0.12%	36
2021 Q2	$439K	Buy	5,868 +73	+1%	+$5.46K	0.12%	33
2021 Q1	$400K	Buy	5,795 +158	+3%	+$10.9K	0.12%	32
2020 Q4	$340K	Hold	5,637	–	–	0.12%	32
2020 Q3	$340K	Buy	5,637 +33	+0.6%	+$1.99K	0.12%	32
2020 Q2	$320K	Buy	5,604 +188	+3%	+$10.7K	0.11%	34
2020 Q1	$270K	Sell	5,416 -2,883	-35%	-$144K	0.11%	34
2019 Q4	$541K	Sell	8,299 -42	-0.5%	-$2.74K	0.2%	26
2019 Q3	$512K	Sell	8,341 -1,000	-11%	-$61.4K	0.21%	27
2019 Q2	$568K	Sell	9,341 -231	-2%	-$14K	0.24%	25
2019 Q1	$526K	Buy	9,572 +1,707	+22%	+$93.8K	0.24%	25
2018 Q4	$504K	Hold	7,865	–	–	0.21%	27
2018 Q3	$504K	Buy	7,865 +91	+1%	+$5.83K	0.21%	27
2018 Q2	$493K	Buy	7,774 +654	+9%	+$41.5K	0.22%	26
2018 Q1	$469K	Hold	7,120	–	–	0.21%	24
2017 Q4	$471K	Buy	7,120 +54	+0.8%	+$3.57K	0.22%	24
2017 Q3	$453K	Hold	7,066	–	–	0.22%	19
2017 Q2	$430K	Buy	7,066 +18	+0.3%	+$1.1K	0.22%	20
2017 Q1	$408K	Sell	7,048 -2,630	-27%	-$152K	0.21%	20
2016 Q4	$519K	Buy	+9,678	New	+$519K	0.28%	19