Modus 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 | $314K | Sell |
3,762
-140
| -4% | -$11.7K | 0.09% | 98 |
|
|
2025
Q1 | $295K | Sell |
3,902
-298
| -7% | -$22.5K | 0.1% | 97 |
|
|
2024
Q4 | $295K | Sell |
4,200
-116
| -3% | -$8.15K | 0.09% | 99 |
|
|
2024
Q3 | $337K | Sell |
4,316
-594
| -12% | -$46.4K | 0.11% | 100 |
|
|
2024
Q2 | $357K | Hold |
4,910
| – | – | 0.13% | 91 |
|
|
2024
Q1 | $364K | Hold |
4,910
| – | – | 0.13% | 89 |
|
|
2023
Q4 | $345K | Hold |
4,910
| – | – | 0.14% | 87 |
|
|
2023
Q3 | $316K | Hold |
4,910
| – | – | 0.14% | 88 |
|
|
2023
Q2 | $331K | Hold |
4,910
| – | – | 0.14% | 88 |
|
|
2023
Q1 | $328K | Hold |
4,910
| – | – | 0.15% | 87 |
|
|
2022
Q4 | $303K | Hold |
4,910
| – | – | 0.15% | 85 |
|
|
2022
Q3 | $259K | Buy |
+4,910
| New | +$259K | 0.14% | 85 |
|