Mutual Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Mutual Advisors’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	$3.26M	Buy	38,431 +2,610	+7%	+$221K	0.08%	231
2025 Q1	$2.8M	Sell	35,821 -1,601	-4%	-$125K	0.08%	231
2024 Q4	$2.66M	Sell	37,422 -35,670	-49%	-$2.53M	0.08%	223
2024 Q3	$5.46M	Sell	73,092 -4,070	-5%	-$304K	0.16%	123
2024 Q2	$5.67M	Sell	77,162 -1,222	-2%	-$89.9K	0.17%	124
2024 Q1	$5.82M	Buy	78,384 +7,110	+10%	+$528K	0.19%	105
2023 Q4	$5.01M	Sell	71,274 -564	-0.8%	-$39.7K	0.17%	122
2023 Q3	$4.62M	Sell	71,838 -7,657	-10%	-$493K	0.18%	115
2023 Q2	$5.37M	Buy	79,495 +18,643	+31%	+$1.26M	0.2%	100
2023 Q1	$4.07M	Sell	60,852 -829	-1%	-$55.4K	0.17%	123
2022 Q4	$3.8M	Buy	61,681 +12,982	+27%	+$800K	0.17%	125
2022 Q3	$2.57M	Buy	48,699 +3,448	+8%	+$182K	0.13%	158
2022 Q2	$2.66M	Sell	45,251 -2,669	-6%	-$157K	0.18%	137
2022 Q1	$3.33M	Sell	47,920 -6,490	-12%	-$451K	0.19%	119
2021 Q4	$4.06M	Sell	54,410 -10,973	-17%	-$819K	0.21%	98
2021 Q3	$4.86M	Buy	65,383 +7,432	+13%	+$552K	0.29%	76
2021 Q2	$4.34M	Buy	57,951 +19,391	+50%	+$1.45M	0.26%	93
2021 Q1	$2.78M	Buy	38,560 +5,138	+15%	+$370K	0.19%	130
2020 Q4	$2.31M	Sell	33,422 -6,915	-17%	-$478K	0.17%	138
2020 Q3	$2.43M	Sell	40,337 -1,054	-3%	-$63.5K	0.21%	113
2020 Q2	$2.37M	Sell	41,391 -148,870	-78%	-$8.51M	0.23%	100
2020 Q1	$9.49M	Buy	190,261 +10,812	+6%	+$539K	1.29%	11
2019 Q4	$11.7M	Buy	179,449 +126,238	+237%	+$8.24M	1.25%	10
2019 Q3	$3.25M	Sell	53,211 -4,879	-8%	-$298K	0.43%	50
2019 Q2	$3.57M	Buy	58,090 +18,811	+48%	+$1.16M	0.46%	40
2019 Q1	$2.39M	Buy	39,279 +2,008	+5%	+$122K	0.35%	64
2018 Q4	$2.05M	Sell	37,271 -4,476	-11%	-$246K	0.4%	51
2018 Q3	$2.68M	Sell	41,747 -15,843	-28%	-$1.02M	0.41%	46
2018 Q2	$3.65M	Buy	57,590 +9,002	+19%	+$570K	0.83%	16
2018 Q1	$3.2M	Buy	48,588 +4,292	+10%	+$283K	0.81%	15
2017 Q4	$2.93M	Buy	+44,296	New	+$2.93M	1.11%	10