MYIA
Mount Yale Investment 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 | $2.44M | Sell |
29,225
-3,868
| -12% | -$323K | 0.19% | 108 |
|
|
2025
Q1 | $2.5M | Sell |
33,093
-26,615
| -45% | -$2.01M | 0.21% | 102 |
|
|
2024
Q4 | $4.2M | Buy |
59,708
+20,118
| +51% | +$1.41M | 0.34% | 57 |
|
|
2024
Q3 | $3.09M | Buy |
39,590
+273
| +0.7% | +$21.3K | 0.3% | 80 |
|
|
2024
Q2 | $2.86M | Buy |
39,317
+4,827
| +14% | +$351K | 0.23% | 92 |
|
|
2024
Q1 | $2.56M | Sell |
34,490
-17,762
| -34% | -$1.32M | 0.2% | 105 |
|
|
2023
Q4 | $3.68M | Buy |
52,252
+28,301
| +118% | +$1.99M | 0.35% | 70 |
|
|
2023
Q3 | $1.54M | Buy |
23,951
+1,429
| +6% | +$92K | 0.17% | 131 |
|
|
2023
Q2 | $1.52M | Buy |
22,522
+5,809
| +35% | +$392K | 0.16% | 134 |
|
|
2023
Q1 | $1.12M | Sell |
16,713
-88,543
| -84% | -$5.92M | 0.13% | 165 |
|
|
2022
Q4 | $6.49M | Buy |
105,256
+89,665
| +575% | +$5.53M | 0.74% | 27 |
|
|
2022
Q3 | $821K | Sell |
15,591
-219
| -1% | -$11.5K | 0.11% | 198 |
|
|
2022
Q2 | $930K | Buy |
15,810
+2,994
| +23% | +$176K | 0.12% | 179 |
|
|
2022
Q1 | $891K | Sell |
12,816
-15,566
| -55% | -$1.08M | 0.1% | 214 |
|
|
2021
Q4 | $2.12M | Buy |
28,382
+15,766
| +125% | +$1.18M | 0.22% | 108 |
|
|
2021
Q3 | $937K | Sell |
12,616
-1,111
| -8% | -$82.5K | 0.11% | 202 |
|
|
2021
Q2 | $1.03M | Sell |
13,727
-1,257
| -8% | -$94.1K | 0.12% | 172 |
|
|
2021
Q1 | $1.08M | Sell |
14,984
-32,824
| -69% | -$2.37M | 0.14% | 151 |
|
|
2020
Q4 | $3.3M | Buy |
47,808
+17,236
| +56% | +$1.19M | 0.46% | 57 |
|
|
2020
Q3 | $1.84M | Sell |
30,572
-2,879
| -9% | -$174K | 0.26% | 85 |
|
|
2020
Q2 | $1.91M | Sell |
33,451
-26,824
| -45% | -$1.53M | 0.34% | 74 |
|
|
2020
Q1 | $3.01M | Buy |
60,275
+9,092
| +18% | +$454K | 0.68% | 34 |
|
|
2019
Q4 | $3.25M | Buy |
51,183
+7,739
| +18% | +$491K | 0.56% | 41 |
|
|
2019
Q3 | $2.79M | Buy |
43,444
+2,644
| +6% | +$169K | 0.5% | 46 |
|
|
2019
Q2 | $2.4M | Sell |
40,800
-1,285
| -3% | -$75.6K | 0.44% | 52 |
|
|
2019
Q1 | $2.56M | Sell |
42,085
-996
| -2% | -$60.5K | 0.48% | 50 |
|
|
2018
Q4 | $2.5M | Sell |
43,081
-69
| -0.2% | -$4K | 0.51% | 45 |
|
|
2018
Q3 | $2.62M | Sell |
43,150
-328
| -0.8% | -$19.9K | 0.46% | 48 |
|
|
2018
Q2 | $2.76M | Buy |
43,478
+994
| +2% | +$63K | 0.52% | 45 |
|
|
2018
Q1 | $2.8M | Buy |
+42,484
| New | +$2.8M | 0.6% | 41 |
|